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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,740 | $86,298+65.4% | $111,308+28.2% | $85,847+66.3% |
| Participation rate | 94.5% | 73.3%+21.2pp | 77.3%+17.2pp | 69.3%+25.2pp |
| Annual return | 11.79% | 19.99%-8.2pp | 54.67%-42.9pp | 318.61%-306.8pp |
| Employer contribution / active EE | $6,622 | $2,044+224.1% | $2,732+142.4% | $2,565+158.2% |
| Participant deferral / active EE | $4,258 | $3,641+17.0% | $4,487-5.1% | $3,952+7.7% |
| Admin fee / account holder | $53 | $8,189-99.4% | $7,965-99.3% | $6,261-99.2% |