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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,813 | $88,672+107.3% | $105,223+74.7% | $82,448+122.9% |
| Participation rate | 91.2% | 67.9%+23.3pp | 75.0%+16.1pp | 68.1%+23.1pp |
| Annual return | 14.24% | 30.86%-16.6pp | 180.65%-166.4pp | 41.64%-27.4pp |
| Employer contribution / active EE | $9,267 | $3,048+204.0% | $3,689+151.2% | $2,551+263.3% |
| Participant deferral / active EE | $5,372 | $4,036+33.1% | $5,072+5.9% | $4,139+29.8% |
| Admin fee / account holder | $255 | $7,146-96.4% | $8,859-97.1% | $7,234-96.5% |