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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,336 | $106,247+64.1% | $96,515+80.6% | $139,466+25.0% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 12.87% | 38.47%-25.6pp | 35.73%-22.9pp | 373.66%-360.8pp |
| Employer contribution / active EE | $3,842 | $4,106-6.4% | $3,740+2.7% | $4,754-19.2% |
| Participant deferral / active EE | $8,363 | $5,456+53.3% | $4,880+71.4% | $6,712+24.6% |
| Admin fee / account holder | $154 | $7,885-98.0% | $6,735-97.7% | $11,409-98.7% |