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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,288 | $95,415+90.0% | $185,851-2.5% | $85,851+111.2% |
| Participation rate | 80.0% | 68.8%+11.2pp | 81.7%-1.7pp | 69.3%+10.7pp |
| Annual return | 21.14% | 23.59%-2.4pp | 122.11%-101.0pp | 318.63%-297.5pp |
| Employer contribution / active EE | $4,904 | $3,314+48.0% | $5,168-5.1% | $2,565+91.1% |
| Participant deferral / active EE | $6,827 | $3,424+99.4% | $5,569+22.6% | $3,952+72.7% |
| Admin fee / account holder | $182 | $7,215-97.5% | $16,245-98.9% | $6,261-97.1% |