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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,321 | $107,368+36.3% | $92,915+57.5% | $152,909-4.3% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.5%-2.5pp |
| Annual return | 21.05% | 145.64%-124.6pp | 109.45%-88.4pp | 345.46%-324.4pp |
| Employer contribution / active EE | $2,413 | $4,222-42.9% | $3,653-34.0% | $4,764-49.3% |
| Participant deferral / active EE | $4,708 | $4,848-2.9% | $4,238+11.1% | $5,851-19.5% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |