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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,717 | $90,486+156.1% | $78,676+194.5% | $273,972-15.4% |
| Participation rate | 94.1% | 76.5%+17.6pp | 73.6%+20.6pp | 83.0%+11.1pp |
| Annual return | 6.64% | 75.62%-69.0pp | 62.19%-55.5pp | 41.46%-34.8pp |
| Employer contribution / active EE | $5,627 | $3,175+77.2% | $2,850+97.4% | $4,869+15.6% |
| Participant deferral / active EE | $5,730 | $3,901+46.9% | $3,517+62.9% | $5,287+8.4% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,133-99.8% |