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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,085 | $61,166+35.8% | $185,849-55.3% | $79,391+4.7% |
| Participation rate | 91.7% | 66.6%+25.0pp | 81.7%+10.0pp | 70.7%+21.0pp |
| Annual return | 56.86% | 19.45%+37.4pp | 122.10%-65.2pp | 116.88%-60.0pp |
| Employer contribution / active EE | $3,954 | $2,321+70.4% | $5,169-23.5% | $2,428+62.9% |
| Participant deferral / active EE | $5,338 | $2,789+91.4% | $5,569-4.1% | $4,046+31.9% |
| Admin fee / account holder | $271 | $710-61.8% | $16,244-98.3% | $627-56.7% |