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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,828 | $102,429+127.3% | $147,096+58.3% | $80,925+187.7% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 17.38% | 135.02%-117.6pp | 419.75%-402.4pp | 35.65%-18.3pp |
| Employer contribution / active EE | $2,713 | $3,716-27.0% | $4,936-45.0% | $2,756-1.6% |
| Participant deferral / active EE | $9,636 | $6,649+44.9% | $8,071+19.4% | $4,299+124.2% |
| Admin fee / account holder | $169 | $7,957-97.9% | $13,005-98.7% | $6,940-97.6% |