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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,595 | $85,766+100.1% | $136,295+25.9% | $70,131+144.7% |
| Participation rate | 81.0% | 74.2%+6.8pp | 81.9%-1.0pp | 69.5%+11.4pp |
| Annual return | 19.54% | 31.45%-11.9pp | 5155.97%-5136.4pp | 73.14%-53.6pp |
| Employer contribution / active EE | $4,425 | $2,966+49.2% | $4,695-5.8% | $2,342+88.9% |
| Participant deferral / active EE | $5,045 | $5,051-0.1% | $6,247-19.2% | $3,332+51.4% |
| Admin fee / account holder | $274 | $5,420-94.9% | $9,243-97.0% | $4,645-94.1% |