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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,136 | $100,911+55.7% | $90,440+73.7% | $158,966-1.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 12.27% | 1726.62%-1714.3pp | 1294.38%-1282.1pp | 302.95%-290.7pp |
| Employer contribution / active EE | $3,823 | $3,690+3.6% | $3,263+17.2% | $4,762-19.7% |
| Participant deferral / active EE | $8,330 | $4,348+91.6% | $3,964+110.2% | $5,983+39.2% |
| Admin fee / account holder | $146 | $6,507-97.8% | $5,615-97.4% | $11,250-98.7% |