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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,079 | $83,337+12.9% | $67,834+38.7% | $273,972-65.7% |
| Participation rate | 93.8% | 76.4%+17.3pp | 68.8%+25.0pp | 83.0%+10.7pp |
| Annual return | 9.07% | 259.45%-250.4pp | 138.47%-129.4pp | 41.46%-32.4pp |
| Employer contribution / active EE | $4,671 | $3,287+42.1% | $2,403+94.4% | $4,869-4.1% |
| Participant deferral / active EE | $12,656 | $4,088+209.6% | $3,160+300.5% | $5,287+139.4% |
| Admin fee / account holder | $27 | $6,752-99.6% | $4,622-99.4% | $10,133-99.7% |