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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,065 | $84,236+130.4% | $170,435+13.9% | $70,126+176.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 25.67% | 23.06%+2.6pp | 205.94%-180.3pp | 73.15%-47.5pp |
| Employer contribution / active EE | $17,984 | $3,387+431.0% | $5,432+231.1% | $2,343+667.7% |
| Participant deferral / active EE | $9,475 | $3,086+207.1% | $4,939+91.8% | $3,332+184.4% |
| Admin fee / account holder | $222 | $5,698-96.1% | $13,881-98.4% | $4,645-95.2% |