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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,707 | $124,351+75.9% | $109,188+100.3% | $167,553+30.5% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 14.22% | 26.04%-11.8pp | 25.76%-11.5pp | 478.89%-464.7pp |
| Employer contribution / active EE | $3,090 | $4,210-26.6% | $3,723-17.0% | $4,840-36.2% |
| Participant deferral / active EE | $6,697 | $5,257+27.4% | $4,654+43.9% | $6,343+5.6% |
| Admin fee / account holder | $147 | $7,975-98.2% | $6,755-97.8% | $12,316-98.8% |