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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,075 | $72,492+145.6% | $87,102+104.4% | $72,983+144.0% |
| Participation rate | 97.3% | 72.8%+24.5pp | 76.9%+20.4pp | 69.5%+27.8pp |
| Annual return | 20.97% | 24.46%-3.5pp | 28.19%-7.2pp | 81.01%-60.0pp |
| Employer contribution / active EE | $3,256 | $1,894+71.9% | $2,521+29.1% | $2,440+33.4% |
| Participant deferral / active EE | $7,349 | $3,270+124.8% | $4,048+81.5% | $3,608+103.7% |
| Admin fee / account holder | $261 | $5,055-94.8% | $7,491-96.5% | $5,124-94.9% |