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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,599 | $142,430+52.8% | $115,170+88.9% | $152,897+42.3% |
| Participation rate | 80.0% | 82.4%-2.4pp | 75.9%+4.1pp | 82.5%-2.5pp |
| Annual return | 16.28% | 41.48%-25.2pp | 35.60%-19.3pp | 345.43%-329.2pp |
| Employer contribution / active EE | $1,185 | $4,011-70.4% | $3,179-62.7% | $4,764-75.1% |
| Participant deferral / active EE | $1,721 | $5,165-66.7% | $4,169-58.7% | $5,851-70.6% |
| Admin fee / account holder | $143 | $8,464-98.3% | $7,089-98.0% | $11,599-98.8% |