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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,631 | $89,370+31.6% | $141,197-16.7% | $72,976+61.2% |
| Participation rate | 96.3% | 75.1%+21.1pp | 82.5%+13.8pp | 69.5%+26.8pp |
| Annual return | 23.95% | 111.88%-87.9pp | 71.41%-47.5pp | 81.02%-57.1pp |
| Employer contribution / active EE | $2,667 | $3,115-14.4% | $4,736-43.7% | $2,440+9.3% |
| Participant deferral / active EE | $6,652 | $5,419+22.8% | $6,710-0.9% | $3,608+84.4% |
| Admin fee / account holder | $12 | $5,957-99.8% | $10,265-99.9% | $5,124-99.8% |