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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,194 | $103,949+59.9% | $69,182+140.2% | $273,972-39.3% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 7.49% | 35.28%-27.8pp | -21.93%+29.4pp | 41.46%-34.0pp |
| Employer contribution / active EE | $7,429 | $1,783+316.6% | $1,206+515.8% | $4,869+52.6% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,897-100.0% | $5,287-100.0% |
| Admin fee / account holder | $20 | $3,671-99.5% | $2,697-99.3% | $10,133-99.8% |