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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,756 | $124,980+79.8% | $108,359+107.4% | $154,746+45.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 13.01% | 45.00%-32.0pp | 36.89%-23.9pp | 172.34%-159.3pp |
| Employer contribution / active EE | $2,062 | $2,851-27.7% | $2,399-14.1% | $4,379-52.9% |
| Participant deferral / active EE | $9,490 | $4,743+100.1% | $4,137+129.4% | $6,730+41.0% |
| Admin fee / account holder | $57 | $11,502-99.5% | $9,741-99.4% | $14,365-99.6% |