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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,048 | $97,125+42.1% | $86,233+60.1% | $137,256+0.6% |
| Participation rate | 90.0% | 74.2%+15.8pp | 69.0%+21.0pp | 80.0%+10.0pp |
| Annual return | 19.88% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.5pp |
| Employer contribution / active EE | $5,050 | $2,841+77.8% | $2,504+101.7% | $4,156+21.5% |
| Participant deferral / active EE | $5,077 | $5,180-2.0% | $4,559+11.3% | $6,407-20.8% |
| Admin fee / account holder | $18 | $9,725-99.8% | $8,342-99.8% | $12,270-99.9% |