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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,005 | $71,809+139.5% | $61,048+181.8% | $152,897+12.5% |
| Participation rate | 95.2% | 84.2%+11.1pp | 79.3%+15.9pp | 82.5%+12.8pp |
| Annual return | 24.11% | 29.74%-5.6pp | 26.18%-2.1pp | 345.43%-321.3pp |
| Employer contribution / active EE | $6,402 | $4,545+40.9% | $3,716+72.3% | $4,764+34.4% |
| Participant deferral / active EE | $0 | $5,467-100.0% | $4,470-100.0% | $5,851-100.0% |
| Admin fee / account holder | $120 | $4,750-97.5% | $3,728-96.8% | $11,599-99.0% |