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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,807 | $138,393+63.9% | $184,256+23.1% | $80,959+180.2% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.5pp | 67.7%+29.7pp |
| Annual return | 19.65% | 20.01%-0.4pp | 28.85%-9.2pp | 35.67%-16.0pp |
| Employer contribution / active EE | $30,117 | $4,847+521.3% | $6,427+368.6% | $2,757+992.3% |
| Participant deferral / active EE | $20,016 | $7,076+182.9% | $9,133+119.2% | $4,300+365.4% |
| Admin fee / account holder | $77 | $10,489-99.3% | $13,899-99.4% | $6,925-98.9% |