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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,548 | $84,236+17.0% | $170,435-42.2% | $70,126+40.5% |
| Participation rate | 94.9% | 70.8%+24.0pp | 83.6%+11.3pp | 69.5%+25.3pp |
| Annual return | 22.83% | 23.06%-0.2pp | 205.94%-183.1pp | 73.15%-50.3pp |
| Employer contribution / active EE | $8,508 | $3,387+151.2% | $5,432+56.6% | $2,343+263.2% |
| Participant deferral / active EE | $5,227 | $3,086+69.4% | $4,939+5.8% | $3,332+56.9% |
| Admin fee / account holder | $193 | $5,698-96.6% | $13,881-98.6% | $4,645-95.8% |