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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,907 | $89,367+136.0% | $141,191+49.4% | $72,975+189.0% |
| Participation rate | 84.0% | 75.1%+8.9pp | 82.5%+1.5pp | 69.5%+14.5pp |
| Annual return | 24.65% | 111.87%-87.2pp | 71.41%-46.8pp | 81.01%-56.4pp |
| Employer contribution / active EE | $7,587 | $3,115+143.6% | $4,736+60.2% | $2,440+210.9% |
| Participant deferral / active EE | $4,917 | $5,419-9.3% | $6,710-26.7% | $3,608+36.3% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |