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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,126 | $90,486+73.6% | $78,676+99.7% | $273,972-42.6% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 7.45% | 75.62%-68.2pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,410 | $3,175+38.9% | $2,850+54.7% | $4,869-9.4% |
| Participant deferral / active EE | $6,233 | $3,901+59.8% | $3,517+77.2% | $5,287+17.9% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |