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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,508 | $65,072+59.1% | $66,439+55.8% | $65,306+58.5% |
| Participation rate | 92.8% | 69.1%+23.7pp | 74.5%+18.3pp | 57.7%+35.1pp |
| Annual return | 10.56% | 21.50%-10.9pp | 757.66%-747.1pp | 21.94%-11.4pp |
| Employer contribution / active EE | $3,457 | $2,475+39.6% | $2,637+31.1% | $1,967+75.7% |
| Participant deferral / active EE | $5,267 | $3,234+62.9% | $3,876+35.9% | $2,959+78.0% |
| Admin fee / account holder | $107 | $1,323-91.9% | $6,173-98.3% | $3,480-96.9% |