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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,559 | $100,060+35.5% | $149,721-9.5% | $70,126+93.3% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 23.32% | 27.46%-4.1pp | 1501.67%-1478.4pp | 73.15%-49.8pp |
| Employer contribution / active EE | $5,152 | $3,661+40.7% | $5,444-5.4% | $2,343+119.9% |
| Participant deferral / active EE | $12,414 | $4,982+149.2% | $6,568+89.0% | $3,332+272.6% |
| Admin fee / account holder | $107 | $8,285-98.7% | $11,282-99.1% | $4,645-97.7% |