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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,204 | $65,367+140.5% | $92,915+69.2% | $72,976+115.4% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 24.99% | 42.11%-17.1pp | 109.45%-84.5pp | 81.02%-56.0pp |
| Employer contribution / active EE | $4,568 | $2,594+76.1% | $3,653+25.0% | $2,440+87.2% |
| Participant deferral / active EE | $9,463 | $3,128+202.5% | $4,238+123.3% | $3,608+162.3% |
| Admin fee / account holder | $31 | $4,251-99.3% | $5,796-99.5% | $5,124-99.4% |