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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,918 | $100,033+93.9% | $149,716+29.5% | $70,124+176.5% |
| Participation rate | 82.5% | 83.6%-1.1pp | 87.1%-4.6pp | 69.5%+13.0pp |
| Annual return | 25.04% | 27.43%-2.4pp | 1501.67%-1476.6pp | 73.14%-48.1pp |
| Employer contribution / active EE | $2,500 | $3,661-31.7% | $5,444-54.1% | $2,342+6.7% |
| Participant deferral / active EE | $6,985 | $4,982+40.2% | $6,568+6.4% | $3,332+109.7% |
| Admin fee / account holder | $284 | $8,285-96.6% | $11,282-97.5% | $4,645-93.9% |