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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,054 | $125,797+57.4% | $170,043+16.5% | $75,173+163.5% |
| Participation rate | 94.3% | 83.6%+10.7pp | 87.0%+7.3pp | 67.2%+27.1pp |
| Annual return | 20.99% | 27.20%-6.2pp | 53.40%-32.4pp | 160.72%-139.7pp |
| Employer contribution / active EE | $8,650 | $4,616+87.4% | $6,790+27.4% | $2,671+223.9% |
| Participant deferral / active EE | $13,167 | $6,838+92.6% | $10,410+26.5% | $4,126+219.1% |
| Admin fee / account holder | $6 | $8,177-99.9% | $12,824-100.0% | $5,651-99.9% |