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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,628 | $91,474+95.3% | $135,982+31.4% | $71,529+149.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 20.26% | 29.89%-9.6pp | 68.32%-48.1pp | 28.97%-8.7pp |
| Employer contribution / active EE | $24,501 | $3,705+561.2% | $4,859+404.2% | $2,590+846.0% |
| Participant deferral / active EE | $19,692 | $7,095+177.5% | $7,760+153.8% | $4,291+358.9% |
| Admin fee / account holder | $5 | $1,267-99.6% | $10,767-100.0% | $1,588-99.7% |