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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,185 | $81,358+126.4% | $155,556+18.4% | $80,959+127.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.31% | 33.39%-15.1pp | 64.84%-46.5pp | 35.67%-17.4pp |
| Employer contribution / active EE | $8,202 | $3,106+164.0% | $4,675+75.4% | $2,757+197.5% |
| Participant deferral / active EE | $6,284 | $3,455+81.9% | $5,631+11.6% | $4,300+46.1% |
| Admin fee / account holder | $289 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |