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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,094 | $81,208+44.2% | $98,920+18.4% | $79,856+46.6% |
| Participation rate | 86.3% | 72.5%+13.8pp | 76.0%+10.2pp | 69.6%+16.6pp |
| Annual return | 20.81% | 60.99%-40.2pp | 196.47%-175.7pp | 31.71%-10.9pp |
| Employer contribution / active EE | $3,303 | $1,960+68.6% | $2,689+22.8% | $2,471+33.7% |
| Participant deferral / active EE | $5,765 | $3,265+76.6% | $4,245+35.8% | $3,741+54.1% |
| Admin fee / account holder | $64 | $6,013-98.9% | $6,643-99.0% | $5,306-98.8% |