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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,507 | $111,535+42.1% | $105,223+50.6% | $137,256+15.5% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 18.65% | 237.85%-219.2pp | 180.65%-162.0pp | 220.34%-201.7pp |
| Employer contribution / active EE | $3,012 | $3,939-23.5% | $3,689-18.3% | $4,156-27.5% |
| Participant deferral / active EE | $8,471 | $5,500+54.0% | $5,072+67.0% | $6,407+32.2% |
| Admin fee / account holder | $29 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |