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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,761 | $111,8140% | $93,654+19.3% | $145,959-23.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.64% | 203.30%-189.7pp | 133.34%-119.7pp | 561.95%-548.3pp |
| Employer contribution / active EE | $4,088 | $3,092+32.2% | $2,421+68.9% | $4,661-12.3% |
| Participant deferral / active EE | $13,347 | $4,914+171.6% | $4,413+202.5% | $6,689+99.5% |
| Admin fee / account holder | $20 | $10,246-99.8% | $8,282-99.8% | $13,398-99.9% |