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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,031 | $93,617+43.2% | $135,982-1.4% | $75,177+78.3% |
| Participation rate | 86.0% | 75.2%+10.8pp | 81.9%+4.1pp | 67.2%+18.8pp |
| Annual return | 16.92% | 30.89%-14.0pp | 68.32%-51.4pp | 160.75%-143.8pp |
| Employer contribution / active EE | $4,921 | $3,538+39.1% | $4,859+1.3% | $2,671+84.2% |
| Participant deferral / active EE | $5,590 | $6,406-12.7% | $7,760-28.0% | $4,126+35.5% |
| Admin fee / account holder | $183 | $6,980-97.4% | $10,767-98.3% | $5,651-96.8% |