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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,559 | $100,041+35.5% | $149,718-9.5% | $70,131+93.3% |
| Participation rate | 86.5% | 83.6%+2.9pp | 87.1%-0.6pp | 69.5%+16.9pp |
| Annual return | 23.32% | 27.43%-4.1pp | 1501.67%-1478.4pp | 73.14%-49.8pp |
| Employer contribution / active EE | $5,152 | $3,662+40.7% | $5,445-5.4% | $2,342+119.9% |
| Participant deferral / active EE | $12,414 | $4,983+149.1% | $6,569+89.0% | $3,332+272.6% |
| Admin fee / account holder | $107 | $8,286-98.7% | $11,283-99.1% | $4,645-97.7% |