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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,234 | $77,472+128.8% | $100,392+76.5% | $80,935+119.0% |
| Participation rate | 88.0% | 76.9%+11.1pp | 81.5%+6.5pp | 67.7%+20.3pp |
| Annual return | 20.26% | 37.26%-17.0pp | 49.45%-29.2pp | 35.66%-15.4pp |
| Employer contribution / active EE | $4,750 | $2,800+69.6% | $3,941+20.5% | $2,757+72.3% |
| Participant deferral / active EE | $12,326 | $6,818+80.8% | $8,090+52.4% | $4,299+186.7% |
| Admin fee / account holder | $263 | $5,885-95.5% | $7,904-96.7% | $6,924-96.2% |