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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,846 | $76,551+25.2% | $123,894-22.6% | $62,881+52.4% |
| Participation rate | 97.8% | 73.0%+24.8pp | 81.4%+16.4pp | 69.3%+28.5pp |
| Annual return | 37.15% | 18.68%+18.5pp | 47.52%-10.4pp | 20.14%+17.0pp |
| Employer contribution / active EE | $7,722 | $2,882+167.9% | $4,617+67.3% | $2,281+238.5% |
| Participant deferral / active EE | $6,916 | $4,840+42.9% | $5,984+15.6% | $3,203+115.9% |
| Admin fee / account holder | $129 | $4,826-97.3% | $8,357-98.5% | $4,296-97.0% |