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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,112 | $76,407+192.0% | $150,298+48.4% | $82,448+170.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 18.01% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.6pp |
| Employer contribution / active EE | $10,228 | $2,614+291.3% | $4,154+146.2% | $2,551+300.9% |
| Participant deferral / active EE | $3,541 | $3,214+10.2% | $5,453-35.1% | $4,139-14.4% |
| Admin fee / account holder | $9 | $6,352-99.9% | $14,116-99.9% | $7,234-99.9% |