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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,744 | $47,848+158.6% | $81,473+51.9% | $70,126+76.5% |
| Participation rate | 92.9% | 58.3%+34.6pp | 68.0%+24.9pp | 69.5%+23.3pp |
| Annual return | 13.86% | 27.25%-13.4pp | 38.78%-24.9pp | 73.15%-59.3pp |
| Employer contribution / active EE | $6,013 | $1,527+293.7% | $2,568+134.1% | $2,343+156.7% |
| Participant deferral / active EE | $4,265 | $2,453+73.9% | $3,537+20.6% | $3,332+28.0% |
| Admin fee / account holder | $38 | $3,145-98.8% | $4,561-99.2% | $4,645-99.2% |