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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,657 | $110,410+60.0% | $102,437+72.5% | $145,897+21.1% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 14.76% | 24.85%-10.1pp | 24.95%-10.2pp | 552.29%-537.5pp |
| Employer contribution / active EE | $3,303 | $4,217-21.7% | $3,871-14.7% | $4,663-29.2% |
| Participant deferral / active EE | $7,636 | $5,622+35.8% | $5,060+50.9% | $6,689+14.1% |
| Admin fee / account holder | $68 | $9,745-99.3% | $8,388-99.2% | $13,390-99.5% |