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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,633 | $116,203+30.5% | $93,621+62.0% | $152,909-0.8% |
| Participation rate | 93.3% | 78.1%+15.3pp | 75.8%+17.5pp | 82.5%+10.9pp |
| Annual return | 18.62% | 35.96%-17.3pp | 32.76%-14.1pp | 345.46%-326.8pp |
| Employer contribution / active EE | $4,530 | $3,219+40.7% | $2,719+66.6% | $4,764-4.9% |
| Participant deferral / active EE | $9,321 | $4,605+102.4% | $4,070+129.0% | $5,851+59.3% |
| Admin fee / account holder | $12 | $10,751-99.9% | $7,890-99.8% | $11,601-99.9% |