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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,634 | $48,053+223.9% | $84,637+83.9% | $72,976+113.3% |
| Participation rate | 74.1% | 57.6%+16.5pp | 68.2%+5.8pp | 69.5%+4.6pp |
| Annual return | 18.75% | 37.39%-18.6pp | 258.82%-240.1pp | 81.02%-62.3pp |
| Employer contribution / active EE | $0 | $1,602-100.0% | $2,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,545 | $2,681+144.2% | $3,900+67.8% | $3,608+81.4% |
| Admin fee / account holder | $80 | $3,395-97.7% | $4,914-98.4% | $5,124-98.4% |