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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,220 | $115,903+60.7% | $100,528+85.2% | $158,966+17.1% |
| Participation rate | 92.9% | 81.6%+11.3pp | 79.4%+13.4pp | 82.0%+10.9pp |
| Annual return | 20.31% | 34.80%-14.5pp | 30.90%-10.6pp | 302.95%-282.6pp |
| Employer contribution / active EE | $1,728 | $4,105-57.9% | $3,419-49.5% | $4,762-63.7% |
| Participant deferral / active EE | $4,637 | $6,677-30.6% | $6,271-26.1% | $5,983-22.5% |
| Admin fee / account holder | $9 | $11,000-99.9% | $8,084-99.9% | $11,250-99.9% |