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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,310 | $77,638+142.5% | $156,551+20.3% | $62,881+199.5% |
| Participation rate | 87.8% | 71.2%+16.6pp | 84.0%+3.8pp | 69.3%+18.5pp |
| Annual return | 7.80% | 50.33%-42.5pp | 32.23%-24.4pp | 20.14%-12.3pp |
| Employer contribution / active EE | $4,465 | $3,444+29.6% | $5,501-18.8% | $2,281+95.8% |
| Participant deferral / active EE | $6,278 | $3,046+106.1% | $4,871+28.9% | $3,203+96.0% |
| Admin fee / account holder | $300 | $5,561-94.6% | $13,028-97.7% | $4,296-93.0% |