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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,835 | $85,766+103.9% | $136,295+28.3% | $70,131+149.3% |
| Participation rate | 77.8% | 74.2%+3.6pp | 81.9%-4.1pp | 69.5%+8.2pp |
| Annual return | 18.67% | 31.45%-12.8pp | 5155.97%-5137.3pp | 73.14%-54.5pp |
| Employer contribution / active EE | $1,616 | $2,966-45.5% | $4,695-65.6% | $2,342-31.0% |
| Participant deferral / active EE | $5,256 | $5,051+4.0% | $6,247-15.9% | $3,332+57.7% |
| Admin fee / account holder | $141 | $5,420-97.4% | $9,243-98.5% | $4,645-97.0% |