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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,112 | $78,690+183.5% | $161,489+38.2% | $87,485+155.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 18.01% | 32.74%-14.7pp | 89.72%-71.7pp | 26.06%-8.0pp |
| Employer contribution / active EE | $10,228 | $2,588+295.2% | $4,268+139.6% | $2,596+294.0% |
| Participant deferral / active EE | $3,541 | $3,311+7.0% | $5,630-37.1% | $4,274-17.1% |
| Admin fee / account holder | $9 | $6,724-99.9% | $16,006-99.9% | $7,775-99.9% |