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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,457 | $78,423+62.5% | $95,964+32.8% | $79,856+59.6% |
| Participation rate | 90.4% | 73.5%+16.9pp | 77.1%+13.3pp | 69.6%+20.7pp |
| Annual return | 105.56% | 19.37%+86.2pp | 91.64%+13.9pp | 31.71%+73.8pp |
| Employer contribution / active EE | $5,639 | $1,945+189.9% | $2,541+121.9% | $2,471+128.2% |
| Participant deferral / active EE | $3,998 | $3,440+16.2% | $4,167-4.1% | $3,741+6.9% |
| Admin fee / account holder | $168 | $5,622-97.0% | $6,797-97.5% | $5,306-96.8% |