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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,568 | $100,139+18.4% | $85,187+39.2% | $145,884-18.7% |
| Participation rate | 81.0% | 74.1%+6.9pp | 67.5%+13.4pp | 80.3%+0.6pp |
| Annual return | 11.48% | 84.15%-72.7pp | 66.67%-55.2pp | 551.85%-540.4pp |
| Employer contribution / active EE | $3,745 | $3,238+15.7% | $2,732+37.1% | $4,662-19.7% |
| Participant deferral / active EE | $4,076 | $5,296-23.0% | $4,525-9.9% | $6,690-39.1% |
| Admin fee / account holder | $19 | $7,262-99.7% | $6,162-99.7% | $13,392-99.9% |