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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,882 | $57,330+102.1% | $86,656+33.7% | $75,177+54.1% |
| Participation rate | 73.1% | 63.2%+9.9pp | 71.7%+1.4pp | 67.2%+5.9pp |
| Annual return | 16.96% | 2675.40%-2658.4pp | 593.09%-576.1pp | 160.75%-143.8pp |
| Employer contribution / active EE | $2,677 | $2,316+15.6% | $3,025-11.5% | $2,671+0.2% |
| Participant deferral / active EE | $6,995 | $3,320+110.7% | $4,439+57.6% | $4,126+69.5% |
| Admin fee / account holder | $83 | $4,115-98.0% | $5,619-98.5% | $5,651-98.5% |