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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,602 | $50,947+301.6% | $74,551+174.4% | $64,173+218.8% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | 14.91% | -1.85%+16.8pp | 32.53%-17.6pp | 7.63%+7.3pp |
| Employer contribution / active EE | $4,817 | $1,115+331.9% | $1,961+145.6% | $2,381+102.3% |
| Participant deferral / active EE | $3,937 | $2,302+71.1% | $3,108+26.7% | $3,470+13.5% |
| Admin fee / account holder | $24 | $4,221-99.4% | $5,059-99.5% | $4,887-99.5% |