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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,725 | $99,994+38.7% | $146,647-5.4% | $85,851+61.6% |
| Participation rate | 93.8% | 73.1%+20.7pp | 80.1%+13.7pp | 69.3%+24.4pp |
| Annual return | 19.72% | 18.93%+0.8pp | 22.75%-3.0pp | 318.63%-298.9pp |
| Employer contribution / active EE | $4,804 | $2,559+87.7% | $4,137+16.1% | $2,565+87.2% |
| Participant deferral / active EE | $3,090 | $4,006-22.9% | $5,506-43.9% | $3,952-21.8% |
| Admin fee / account holder | $234 | $7,703-97.0% | $10,281-97.7% | $6,261-96.3% |