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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,594 | $67,411+172.4% | $91,004+101.7% | $70,126+161.8% |
| Participation rate | 89.3% | 71.4%+17.9pp | 75.6%+13.7pp | 69.5%+19.7pp |
| Annual return | 13.31% | -40.16%+53.5pp | 4.60%+8.7pp | 73.15%-59.8pp |
| Employer contribution / active EE | $6,139 | $1,786+243.7% | $2,456+150.0% | $2,343+162.1% |
| Participant deferral / active EE | $7,333 | $2,823+159.8% | $3,548+106.7% | $3,332+120.1% |
| Admin fee / account holder | $267 | $4,236-93.7% | $5,417-95.1% | $4,645-94.2% |