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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,636 | $98,776+46.4% | $149,745-3.4% | $79,856+81.1% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+15.0pp | 69.6%+27.8pp |
| Annual return | 20.48% | 27.38%-6.9pp | 276.72%-256.2pp | 31.71%-11.2pp |
| Employer contribution / active EE | $6,842 | $3,217+112.7% | $4,646+47.3% | $2,471+176.9% |
| Participant deferral / active EE | $7,784 | $5,681+37.0% | $6,843+13.8% | $3,741+108.1% |
| Admin fee / account holder | $218 | $6,053-96.4% | $9,312-97.7% | $5,306-95.9% |