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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,064 | $58,275+95.7% | $81,844+39.4% | $80,935+40.9% |
| Participation rate | 88.6% | 63.5%+25.1pp | 72.4%+16.2pp | 67.7%+20.9pp |
| Annual return | 14.05% | 41.82%-27.8pp | 778.87%-764.8pp | 35.66%-21.6pp |
| Employer contribution / active EE | $4,286 | $2,346+82.7% | $2,916+47.0% | $2,757+55.5% |
| Participant deferral / active EE | $1,400 | $3,285-57.4% | $4,323-67.6% | $4,299-67.4% |
| Admin fee / account holder | $244 | $4,749-94.9% | $7,355-96.7% | $6,924-96.5% |