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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,946 | $111,878+72.5% | $93,727+105.9% | $145,897+32.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 13.91% | 204.28%-190.4pp | 133.83%-119.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $935 | $3,092-69.8% | $2,421-61.4% | $4,663-79.9% |
| Participant deferral / active EE | $7,016 | $4,920+42.6% | $4,417+58.8% | $6,689+4.9% |
| Admin fee / account holder | $154 | $10,256-98.5% | $8,292-98.1% | $13,390-98.9% |