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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,146 | $51,222+282.9% | $70,544+178.0% | $75,173+160.9% |
| Participation rate | 90.0% | 61.0%+29.0pp | 68.4%+21.6pp | 67.2%+22.8pp |
| Annual return | 14.32% | 30.06%-15.7pp | 32.79%-18.5pp | 160.72%-146.4pp |
| Employer contribution / active EE | $7,796 | $1,827+326.8% | $2,976+162.0% | $2,671+191.9% |
| Participant deferral / active EE | $5,976 | $2,850+109.7% | $4,568+30.8% | $4,126+44.8% |
| Admin fee / account holder | $62 | $4,096-98.5% | $6,427-99.0% | $5,651-98.9% |