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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,533 | $99,652+28.0% | $78,778+61.9% | $147,586-13.6% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 9.98% | 47.28%-37.3pp | 35.62%-25.6pp | 578.59%-568.6pp |
| Employer contribution / active EE | $1,486 | $2,796-46.8% | $1,986-25.2% | $4,876-69.5% |
| Participant deferral / active EE | $5,838 | $3,664+59.4% | $2,958+97.4% | $5,439+7.3% |
| Admin fee / account holder | $160 | $7,155-97.8% | $5,134-96.9% | $10,886-98.5% |