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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,589 | $108,825+112.8% | $156,181+48.3% | $82,448+180.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 18.89% | 20.59%-1.7pp | 64.87%-46.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $5,534 | $2,870+92.8% | $4,294+28.9% | $2,551+116.9% |
| Participant deferral / active EE | $7,388 | $4,577+61.4% | $6,132+20.5% | $4,139+78.5% |
| Admin fee / account holder | $203 | $9,341-97.8% | $14,586-98.6% | $7,234-97.2% |