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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,211 | $77,920+212.1% | $149,723+62.4% | $75,177+223.5% |
| Participation rate | 90.7% | 65.6%+25.2pp | 78.8%+12.0pp | 67.2%+23.5pp |
| Annual return | 21.22% | 31.72%-10.5pp | 134.50%-113.3pp | 160.75%-139.5pp |
| Employer contribution / active EE | $11,089 | $3,138+253.4% | $4,821+130.0% | $2,671+315.2% |
| Participant deferral / active EE | $11,691 | $3,411+242.7% | $5,682+105.7% | $4,126+183.3% |
| Admin fee / account holder | $271 | $5,951-95.5% | $13,215-98.0% | $5,651-95.2% |