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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,794 | $77,908+117.9% | $149,696+13.4% | $75,173+125.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.47% | 31.73%-15.3pp | 134.46%-118.0pp | 160.72%-144.2pp |
| Employer contribution / active EE | $4,776 | $3,138+52.2% | $4,821-0.9% | $2,671+78.8% |
| Participant deferral / active EE | $10,688 | $3,411+213.3% | $5,682+88.1% | $4,126+159.0% |
| Admin fee / account holder | $99 | $5,950-98.3% | $13,212-99.2% | $5,651-98.2% |