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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,493 | $100,073+54.4% | $85,126+81.5% | $145,877+5.9% |
| Participation rate | 85.7% | 74.1%+11.6pp | 67.5%+18.2pp | 80.3%+5.4pp |
| Annual return | 10.22% | 84.11%-73.9pp | 66.63%-56.4pp | 551.28%-541.1pp |
| Employer contribution / active EE | $1,747 | $3,236-46.0% | $2,731-36.0% | $4,663-62.5% |
| Participant deferral / active EE | $9,440 | $5,294+78.3% | $4,523+108.7% | $6,691+41.1% |
| Admin fee / account holder | $250 | $7,261-96.6% | $6,160-95.9% | $13,402-98.1% |