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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,521 | $84,236+89.4% | $170,435-6.4% | $70,126+127.5% |
| Participation rate | 84.8% | 70.8%+14.0pp | 83.6%+1.3pp | 69.5%+15.3pp |
| Annual return | 15.79% | 23.06%-7.3pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $6,542 | $3,387+93.1% | $5,432+20.4% | $2,343+179.3% |
| Participant deferral / active EE | $5,229 | $3,086+69.4% | $4,939+5.9% | $3,332+56.9% |
| Admin fee / account holder | $236 | $5,698-95.9% | $13,881-98.3% | $4,645-94.9% |