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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,493 | $100,203+54.2% | $85,240+81.2% | $145,897+5.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 10.22% | 84.28%-74.1pp | 66.75%-56.5pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,747 | $3,242-46.1% | $2,735-36.1% | $4,663-62.5% |
| Participant deferral / active EE | $9,440 | $5,299+78.2% | $4,527+108.5% | $6,689+41.1% |
| Admin fee / account holder | $250 | $7,265-96.6% | $6,165-95.9% | $13,390-98.1% |