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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,673 | $103,038+8.4% | $90,324+23.6% | $152,909-27.0% |
| Participation rate | 85.7% | 75.9%+9.8pp | 73.3%+12.4pp | 82.5%+3.3pp |
| Annual return | 21.75% | 95.25%-73.5pp | 78.15%-56.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $1,932 | $3,141-38.5% | $2,856-32.3% | $4,764-59.4% |
| Participant deferral / active EE | $8,116 | $4,282+89.5% | $3,885+108.9% | $5,851+38.7% |
| Admin fee / account holder | $244 | $6,177-96.1% | $5,356-95.4% | $11,601-97.9% |