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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,383 | $78,707+144.4% | $117,861+63.2% | $70,126+174.3% |
| Participation rate | 84.9% | 73.2%+11.7pp | 79.7%+5.2pp | 69.5%+15.4pp |
| Annual return | 15.38% | 23.30%-7.9pp | 335.11%-319.7pp | 73.15%-57.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $8,952 | $3,297+171.5% | $4,482+99.7% | $3,332+168.7% |
| Admin fee / account holder | $271 | $5,066-94.6% | $8,021-96.6% | $4,645-94.2% |