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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,869 | $115,903+56.9% | $100,528+80.9% | $158,966+14.4% |
| Participation rate | 84.6% | 81.6%+3.0pp | 79.4%+5.2pp | 82.0%+2.7pp |
| Annual return | 16.54% | 34.80%-18.3pp | 30.90%-14.4pp | 302.95%-286.4pp |
| Employer contribution / active EE | $3,907 | $4,105-4.8% | $3,419+14.3% | $4,762-18.0% |
| Participant deferral / active EE | $12,553 | $6,677+88.0% | $6,271+100.2% | $5,983+109.8% |
| Admin fee / account holder | $190 | $11,000-98.3% | $8,084-97.6% | $11,250-98.3% |