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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,923 | $157,829+49.5% | $136,867+72.4% | $198,609+18.8% |
| Participation rate | 87.5% | 77.2%+10.3pp | 74.5%+13.0pp | 82.4%+5.1pp |
| Annual return | 18.02% | 51.25%-33.2pp | 42.97%-24.9pp | 202.70%-184.7pp |
| Employer contribution / active EE | $9,396 | $3,923+139.5% | $3,547+164.9% | $5,055+85.9% |
| Participant deferral / active EE | $19,497 | $5,463+256.9% | $4,924+296.0% | $6,977+179.5% |
| Admin fee / account holder | $137 | $11,107-98.8% | $10,340-98.7% | $19,030-99.3% |