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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,791 | $69,118+84.9% | $53,647+138.2% | $138,895-8.0% |
| Participation rate | 87.5% | 64.0%+23.5pp | 56.3%+31.2pp | 79.9%+7.6pp |
| Annual return | 17.01% | 248.26%-231.3pp | 358.33%-341.3pp | 145.39%-128.4pp |
| Employer contribution / active EE | $12,196 | $1,189+925.3% | $962+1167.7% | $4,194+190.8% |
| Participant deferral / active EE | $767 | $2,274-66.3% | $1,813-57.7% | $6,396-88.0% |
| Admin fee / account holder | $73 | $2,724-97.3% | $2,460-97.0% | $12,562-99.4% |