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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,659 | $95,415+101.9% | $185,851+3.7% | $85,851+124.4% |
| Participation rate | 93.3% | 68.8%+24.6pp | 81.7%+11.6pp | 69.3%+24.0pp |
| Annual return | 16.36% | 23.59%-7.2pp | 122.11%-105.7pp | 318.63%-302.3pp |
| Employer contribution / active EE | $3,704 | $3,314+11.8% | $5,168-28.3% | $2,565+44.4% |
| Participant deferral / active EE | $7,947 | $3,424+132.1% | $5,569+42.7% | $3,952+101.1% |
| Admin fee / account holder | $79 | $7,215-98.9% | $16,245-99.5% | $6,261-98.7% |