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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,768 | $99,053+91.6% | $88,179+115.2% | $138,895+36.6% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.1%+23.7pp | 79.9%+12.9pp |
| Annual return | 13.09% | 78.17%-65.1pp | 64.97%-51.9pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,521 | $2,882-12.5% | $2,549-1.1% | $4,194-39.9% |
| Participant deferral / active EE | $8,969 | $5,225+71.6% | $4,614+94.4% | $6,396+40.2% |
| Admin fee / account holder | $290 | $8,748-96.7% | $7,673-96.2% | $12,562-97.7% |