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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,540 | $78,707+48.1% | $117,861-1.1% | $70,126+66.2% |
| Participation rate | 89.5% | 73.2%+16.3pp | 79.7%+9.8pp | 69.5%+19.9pp |
| Annual return | 12.50% | 23.30%-10.8pp | 335.11%-322.6pp | 73.15%-60.6pp |
| Employer contribution / active EE | $2,694 | $2,223+21.2% | $3,786-28.8% | $2,343+15.0% |
| Participant deferral / active EE | $5,156 | $3,297+56.4% | $4,482+15.0% | $3,332+54.8% |
| Admin fee / account holder | $233 | $5,066-95.4% | $8,021-97.1% | $4,645-95.0% |