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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,950 | $102,385+17.2% | $147,080-18.4% | $80,935+48.2% |
| Participation rate | 92.3% | 75.9%+16.4pp | 82.2%+10.1pp | 67.7%+24.6pp |
| Annual return | 13.78% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $3,928 | $3,717+5.7% | $4,933-20.4% | $2,757+42.5% |
| Participant deferral / active EE | $8,652 | $6,651+30.1% | $8,066+7.3% | $4,299+101.2% |
| Admin fee / account holder | $138 | $7,951-98.3% | $12,989-98.9% | $6,924-98.0% |