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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,960 | $98,776+47.8% | $149,745-2.5% | $79,856+82.8% |
| Participation rate | 92.9% | 75.8%+17.1pp | 82.5%+10.4pp | 69.6%+23.2pp |
| Annual return | 17.51% | 27.38%-9.9pp | 276.72%-259.2pp | 31.71%-14.2pp |
| Employer contribution / active EE | $4,491 | $3,217+39.6% | $4,646-3.3% | $2,471+81.7% |
| Participant deferral / active EE | $15,368 | $5,681+170.5% | $6,843+124.6% | $3,741+310.8% |
| Admin fee / account holder | $222 | $6,053-96.3% | $9,312-97.6% | $5,306-95.8% |