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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,675 | $111,535+48.5% | $105,223+57.5% | $137,256+20.7% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 17.71% | 237.85%-220.1pp | 180.65%-162.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,025 | $3,939-23.2% | $3,689-18.0% | $4,156-27.2% |
| Participant deferral / active EE | $7,294 | $5,500+32.6% | $5,072+43.8% | $6,407+13.8% |
| Admin fee / account holder | $164 | $9,721-98.3% | $8,859-98.1% | $12,270-98.7% |