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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,207 | $124,351+23.2% | $109,188+40.3% | $167,553-8.6% |
| Participation rate | 94.1% | 79.4%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 23.41% | 26.04%-2.6pp | 25.76%-2.3pp | 478.89%-455.5pp |
| Employer contribution / active EE | $10,392 | $4,210+146.9% | $3,723+179.1% | $4,840+114.7% |
| Participant deferral / active EE | $6,713 | $5,257+27.7% | $4,654+44.2% | $6,343+5.8% |
| Admin fee / account holder | $235 | $7,975-97.1% | $6,755-96.5% | $12,316-98.1% |