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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,091 | $48,078+257.9% | $78,676+118.7% | $62,881+173.7% |
| Participation rate | 98.1% | 65.2%+32.9pp | 73.6%+24.5pp | 69.3%+28.8pp |
| Annual return | 4.67% | 31.36%-26.7pp | 62.19%-57.5pp | 20.14%-15.5pp |
| Employer contribution / active EE | $11,934 | $2,015+492.4% | $2,850+318.7% | $2,281+423.2% |
| Participant deferral / active EE | $10,627 | $2,587+310.8% | $3,517+202.2% | $3,203+231.8% |
| Admin fee / account holder | $257 | $3,206-92.0% | $4,510-94.3% | $4,296-94.0% |