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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,056 | $99,652+24.5% | $78,778+57.5% | $147,585-15.9% |
| Participation rate | 90.9% | 76.2%+14.7pp | 69.2%+21.7pp | 82.8%+8.1pp |
| Annual return | 21.57% | 47.28%-25.7pp | 35.62%-14.1pp | 578.58%-557.0pp |
| Employer contribution / active EE | $2,418 | $2,796-13.5% | $1,986+21.8% | $4,876-50.4% |
| Participant deferral / active EE | $4,265 | $3,664+16.4% | $2,958+44.2% | $5,439-21.6% |
| Admin fee / account holder | $14 | $7,155-99.8% | $5,134-99.7% | $10,886-99.9% |