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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,575 | $116,360+32.8% | $65,566+135.8% | $139,466+10.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 64.9%+35.1pp | 80.3%+19.7pp |
| Annual return | 15.67% | 31.23%-15.6pp | 47.40%-31.7pp | 373.66%-358.0pp |
| Employer contribution / active EE | $8,820 | $2,600+239.3% | $1,692+421.3% | $4,754+85.5% |
| Participant deferral / active EE | $5,412 | $4,242+27.6% | $2,832+91.1% | $6,712-19.4% |
| Admin fee / account holder | $298 | $6,701-95.6% | $4,114-92.8% | $11,409-97.4% |