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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,261 | $91,559+64.1% | $133,971+12.2% | $79,852+88.2% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.6%+26.4pp |
| Annual return | 16.11% | 61.85%-45.7pp | 45.09%-29.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $2,905 | $2,384+21.9% | $3,919-25.9% | $2,471+17.6% |
| Participant deferral / active EE | $4,328 | $3,734+15.9% | $5,047-14.3% | $3,740+15.7% |
| Admin fee / account holder | $276 | $6,321-95.6% | $8,929-96.9% | $5,306-94.8% |