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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,432 | $49,976+159.0% | $66,674+94.1% | $82,637+56.6% |
| Participation rate | 82.9% | 63.1%+19.8pp | 73.7%+9.3pp | 68.1%+14.9pp |
| Annual return | 20.72% | 39.09%-18.4pp | 321.24%-300.5pp | 53.51%-32.8pp |
| Employer contribution / active EE | $3,659 | $1,988+84.0% | $2,620+39.6% | $2,552+43.4% |
| Participant deferral / active EE | $1,509 | $2,847-47.0% | $4,084-63.0% | $4,126-63.4% |
| Admin fee / account holder | $88 | $4,594-98.1% | $5,098-98.3% | $7,339-98.8% |