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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,813 | $58,895+256.3% | $178,503+17.5% | $73,497+185.5% |
| Participation rate | 86.7% | 66.2%+20.5pp | 81.9%+4.8pp | 70.7%+16.0pp |
| Annual return | 16.72% | 24.86%-8.1pp | 151.12%-134.4pp | 28.51%-11.8pp |
| Employer contribution / active EE | $6,570 | $2,236+193.9% | $5,011+31.1% | $2,270+189.4% |
| Participant deferral / active EE | $4,296 | $2,567+67.4% | $5,202-17.4% | $3,740+14.9% |
| Admin fee / account holder | $0 | $400-100.0% | $13,987-100.0% | $513-100.0% |