| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,465 | $103,394+16.5% | $87,102+38.3% | $152,914-21.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 25.03% | 28.10%-3.1pp | 28.19%-3.2pp | 345.48%-320.4pp |
| Employer contribution / active EE | $11,698 | $3,221+263.2% | $2,521+363.9% | $4,764+145.6% |
| Participant deferral / active EE | $8,959 | $4,778+87.5% | $4,048+121.3% | $5,852+53.1% |
| Admin fee / account holder | $14 | $12,198-99.9% | $7,493-99.8% | $11,601-99.9% |