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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,616 | $110,379+120.7% | $102,412+137.9% | $145,884+67.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 24.09% | 24.84%-0.7pp | 24.94%-0.8pp | 551.85%-527.8pp |
| Employer contribution / active EE | $8,359 | $4,216+98.3% | $3,870+116.0% | $4,662+79.3% |
| Participant deferral / active EE | $10,840 | $5,622+92.8% | $5,060+114.2% | $6,690+62.0% |
| Admin fee / account holder | $27 | $9,745-99.7% | $8,388-99.7% | $13,392-99.8% |