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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,513 | $124,346+77.3% | $111,308+98.1% | $167,536+31.6% |
| Participation rate | 81.8% | 79.6%+2.2pp | 77.3%+4.5pp | 82.1%-0.3pp |
| Annual return | 23.89% | 37.45%-13.6pp | 54.67%-30.8pp | 478.82%-454.9pp |
| Employer contribution / active EE | $4,545 | $3,437+32.2% | $2,732+66.4% | $4,839-6.1% |
| Participant deferral / active EE | $4,352 | $5,182-16.0% | $4,487-3.0% | $6,342-31.4% |
| Admin fee / account holder | $6 | $10,621-99.9% | $7,965-99.9% | $12,315-100.0% |