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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,231 | $93,598+64.8% | $135,974+13.4% | $75,173+105.2% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 22.79% | 30.89%-8.1pp | 68.30%-45.5pp | 160.72%-137.9pp |
| Employer contribution / active EE | $4,318 | $3,538+22.0% | $4,859-11.1% | $2,671+61.7% |
| Participant deferral / active EE | $9,204 | $6,405+43.7% | $7,760+18.6% | $4,126+123.1% |
| Admin fee / account holder | $205 | $6,978-97.1% | $10,767-98.1% | $5,651-96.4% |