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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,971 | $110,240+85.0% | $96,544+111.3% | $139,487+46.2% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 15.69% | 26.41%-10.7pp | 25.88%-10.2pp | 373.84%-358.2pp |
| Employer contribution / active EE | $2,879 | $3,622-20.5% | $2,966-2.9% | $4,755-39.4% |
| Participant deferral / active EE | $4,750 | $5,549-14.4% | $4,851-2.1% | $6,713-29.2% |
| Admin fee / account holder | $289 | $11,602-97.5% | $8,254-96.5% | $11,407-97.5% |