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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,698 | $51,638+209.3% | $68,368+133.6% | $82,448+93.7% |
| Participation rate | 75.4% | 63.6%+11.8pp | 73.8%+1.6pp | 68.1%+7.3pp |
| Annual return | 16.08% | 37.53%-21.5pp | 292.57%-276.5pp | 41.64%-25.6pp |
| Employer contribution / active EE | $2,116 | $2,047+3.4% | $2,649-20.1% | $2,551-17.0% |
| Participant deferral / active EE | $4,634 | $2,914+59.0% | $4,123+12.4% | $4,139+11.9% |
| Admin fee / account holder | $147 | $4,643-96.8% | $5,150-97.2% | $7,234-98.0% |