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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,128 | $63,342+17.0% | $92,236-19.6% | $70,131+5.7% |
| Participation rate | 88.0% | 68.7%+19.3pp | 76.5%+11.5pp | 69.5%+18.5pp |
| Annual return | 18.32% | 530.15%-511.8pp | 176.29%-158.0pp | 73.14%-54.8pp |
| Employer contribution / active EE | $741 | $2,471-70.0% | $3,679-79.9% | $2,342-68.4% |
| Participant deferral / active EE | $4,579 | $2,854+60.5% | $3,897+17.5% | $3,332+37.4% |
| Admin fee / account holder | $193 | $3,840-95.0% | $5,194-96.3% | $4,645-95.8% |