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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,482 | $99,053+101.4% | $88,179+126.2% | $138,895+43.6% |
| Participation rate | 88.9% | 74.2%+14.6pp | 69.1%+19.7pp | 79.9%+9.0pp |
| Annual return | 13.47% | 78.17%-64.7pp | 64.97%-51.5pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,934 | $2,882-32.9% | $2,549-24.1% | $4,194-53.9% |
| Participant deferral / active EE | $8,985 | $5,225+71.9% | $4,614+94.7% | $6,396+40.5% |
| Admin fee / account holder | $6 | $8,748-99.9% | $7,673-99.9% | $12,562-100.0% |