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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,921 | $70,684+69.7% | $169,390-29.2% | $75,173+59.5% |
| Participation rate | 95.1% | 64.8%+30.3pp | 77.2%+17.9pp | 67.2%+27.9pp |
| Annual return | 15.77% | 36.38%-20.6pp | 406.07%-390.3pp | 160.72%-144.9pp |
| Employer contribution / active EE | $3,148 | $2,211+42.4% | $4,013-21.6% | $2,671+17.9% |
| Participant deferral / active EE | $6,441 | $4,310+49.5% | $6,222+3.5% | $4,126+56.1% |
| Admin fee / account holder | $79 | $5,404-98.5% | $9,015-99.1% | $5,651-98.6% |