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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,450 | $101,778+90.1% | $164,975+17.3% | $80,925+139.0% |
| Participation rate | 81.0% | 71.8%+9.2pp | 78.6%+2.4pp | 67.7%+13.4pp |
| Annual return | 12.67% | 16.73%-4.1pp | 70.12%-57.5pp | 35.65%-23.0pp |
| 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% | $4,299+116.3% |
| Admin fee / account holder | $203 | $8,221-97.5% | $12,688-98.4% | $6,940-97.1% |