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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,728 | $61,356+258.1% | $149,696+46.8% | $71,511+207.3% |
| Participation rate | 80.0% | 62.5%+17.5pp | 78.8%+1.2pp | 67.9%+12.1pp |
| Annual return | 18.24% | 35.86%-17.6pp | 134.46%-116.2pp | 28.86%-10.6pp |
| Employer contribution / active EE | $6,119 | $2,382+156.9% | $4,821+26.9% | $2,589+136.3% |
| Participant deferral / active EE | $4,216 | $2,920+44.4% | $5,682-25.8% | $4,291-1.7% |
| Admin fee / account holder | $0 | $1,263-100.0% | $13,212-100.0% | $1,588-100.0% |