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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,330 | $47,848+245.5% | $81,473+102.9% | $70,126+135.8% |
| Participation rate | 86.7% | 58.3%+28.4pp | 68.0%+18.7pp | 69.5%+17.1pp |
| Annual return | 19.92% | 27.25%-7.3pp | 38.78%-18.9pp | 73.15%-53.2pp |
| Employer contribution / active EE | $2,141 | $1,527+40.2% | $2,568-16.6% | $2,343-8.6% |
| Participant deferral / active EE | $6,799 | $2,453+177.1% | $3,537+92.2% | $3,332+104.1% |
| Admin fee / account holder | $20 | $3,145-99.4% | $4,561-99.6% | $4,645-99.6% |