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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,965 | $73,988+148.6% | $96,538+90.6% | $75,177+144.7% |
| Participation rate | 82.7% | 66.4%+16.3pp | 74.3%+8.3pp | 67.2%+15.5pp |
| Annual return | 20.88% | 26.73%-5.8pp | 35.74%-14.9pp | 160.75%-139.9pp |
| Employer contribution / active EE | $7,101 | $2,930+142.3% | $3,740+89.8% | $2,671+165.8% |
| Participant deferral / active EE | $7,127 | $3,660+94.7% | $4,880+46.0% | $4,126+72.7% |
| Admin fee / account holder | $299 | $5,220-94.3% | $6,737-95.6% | $5,651-94.7% |