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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,185 | $81,276+126.6% | $155,574+18.4% | $80,925+127.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 18.31% | 33.36%-15.1pp | 64.87%-46.6pp | 35.65%-17.3pp |
| Employer contribution / active EE | $8,202 | $3,103+164.3% | $4,676+75.4% | $2,756+197.6% |
| Participant deferral / active EE | $6,284 | $3,453+82.0% | $5,629+11.6% | $4,299+46.2% |
| Admin fee / account holder | $289 | $7,993-96.4% | $15,914-98.2% | $6,940-95.8% |