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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,783 | $93,617+66.4% | $135,982+14.6% | $75,177+107.2% |
| Participation rate | 93.8% | 75.2%+18.5pp | 81.9%+11.8pp | 67.2%+26.5pp |
| Annual return | 16.86% | 30.89%-14.0pp | 68.32%-51.5pp | 160.75%-143.9pp |
| Employer contribution / active EE | $24,418 | $3,538+590.1% | $4,859+402.5% | $2,671+814.2% |
| Participant deferral / active EE | $8,202 | $6,406+28.0% | $7,760+5.7% | $4,126+98.8% |
| Admin fee / account holder | $189 | $6,980-97.3% | $10,767-98.2% | $5,651-96.7% |