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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,172 | $98,760+88.5% | $149,715+24.4% | $79,858+133.1% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.5%+15.6pp | 69.6%+28.4pp |
| Annual return | 20.26% | 27.43%-7.2pp | 276.66%-256.4pp | 31.72%-11.5pp |
| Employer contribution / active EE | $1,471 | $3,217-54.3% | $4,645-68.3% | $2,471-40.5% |
| Participant deferral / active EE | $12,245 | $5,681+115.5% | $6,842+79.0% | $3,740+227.4% |
| Admin fee / account holder | $260 | $6,053-95.7% | $9,310-97.2% | $5,306-95.1% |