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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,482 | $97,125+105.4% | $86,233+131.3% | $137,256+45.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 13.47% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,934 | $2,841-31.9% | $2,504-22.8% | $4,156-53.5% |
| Participant deferral / active EE | $8,985 | $5,180+73.5% | $4,559+97.1% | $6,407+40.2% |
| Admin fee / account holder | $6 | $9,725-99.9% | $8,342-99.9% | $12,270-99.9% |