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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,303 | $100,262+67.9% | $81,370+106.8% | $145,897+15.4% |
| Participation rate | 85.7% | 74.3%+11.4pp | 69.5%+16.2pp | 80.3%+5.4pp |
| Annual return | 12.62% | 34.52%-21.9pp | 24.85%-12.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $2,758 | $2,979-7.4% | $2,464+11.9% | $4,663-40.8% |
| Participant deferral / active EE | $6,691 | $4,612+45.1% | $3,885+72.2% | $6,6890% |
| Admin fee / account holder | $35 | $8,163-99.6% | $5,749-99.4% | $13,390-99.7% |