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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,355 | $58,275+77.4% | $81,844+26.3% | $80,935+27.7% |
| Participation rate | 86.7% | 63.5%+23.2pp | 72.4%+14.3pp | 67.7%+19.0pp |
| Annual return | 12.31% | 41.82%-29.5pp | 778.87%-766.6pp | 35.66%-23.3pp |
| Employer contribution / active EE | $2,794 | $2,346+19.1% | $2,916-4.2% | $2,757+1.4% |
| Participant deferral / active EE | $6,903 | $3,285+110.1% | $4,323+59.7% | $4,299+60.6% |
| Admin fee / account holder | $0 | $4,749-100.0% | $7,355-100.0% | $6,924-100.0% |