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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,117 | $117,895+48.5% | $102,460+70.9% | $145,897+20.0% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 12.51% | 31.92%-19.4pp | 29.47%-17.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $4,558 | $3,619+25.9% | $3,025+50.7% | $4,663-2.2% |
| Participant deferral / active EE | $15,611 | $5,736+172.1% | $5,056+208.7% | $6,689+133.4% |
| Admin fee / account holder | $66 | $13,353-99.5% | $9,460-99.3% | $13,390-99.5% |