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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,807 | $138,385+63.9% | $184,200+23.1% | $80,874+180.4% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.6%+29.7pp |
| Annual return | 19.65% | 20.02%-0.4pp | 28.80%-9.1pp | 35.62%-16.0pp |
| Employer contribution / active EE | $30,117 | $4,849+521.0% | $6,424+368.8% | $2,756+992.9% |
| Participant deferral / active EE | $20,016 | $7,073+183.0% | $9,132+119.2% | $4,297+365.8% |
| Admin fee / account holder | $77 | $10,483-99.3% | $13,907-99.4% | $6,935-98.9% |