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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,450 | $101,763+90.1% | $164,866+17.3% | $80,874+139.2% |
| Participation rate | 81.0% | 71.8%+9.2pp | 78.6%+2.4pp | 67.6%+13.4pp |
| Annual return | 12.67% | 16.73%-4.1pp | 69.97%-57.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $4,270 | $2,954+44.5% | $4,343-1.7% | $2,756+54.9% |
| Participant deferral / active EE | $9,297 | $4,477+107.7% | $6,033+54.1% | $4,297+116.4% |
| Admin fee / account holder | $203 | $8,228-97.5% | $12,689-98.4% | $6,935-97.1% |