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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,119 | $176,402+14.6% | $134,162+50.7% | $158,982+27.1% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.8pp | 82.0%-10.5pp |
| Annual return | 16.22% | 63.66%-47.4pp | 36.35%-20.1pp | 302.99%-286.8pp |
| Employer contribution / active EE | $2,452 | $5,042-51.4% | $3,705-33.8% | $4,763-48.5% |
| Participant deferral / active EE | $4,352 | $4,093+6.3% | $3,500+24.4% | $5,983-27.3% |
| Admin fee / account holder | $59 | $8,719-99.3% | $6,685-99.1% | $11,252-99.5% |