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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,136 | $100,895+55.7% | $90,430+73.8% | $158,950-1.1% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 12.27% | 1725.54%-1713.3pp | 1293.73%-1281.5pp | 302.91%-290.6pp |
| Employer contribution / active EE | $3,823 | $3,689+3.6% | $3,262+17.2% | $4,762-19.7% |
| Participant deferral / active EE | $8,330 | $4,347+91.6% | $3,963+110.2% | $5,983+39.2% |
| Admin fee / account holder | $146 | $6,505-97.8% | $5,613-97.4% | $11,248-98.7% |