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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,909 | $115,814+32.0% | $101,275+51.0% | $158,982-3.8% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 16.38% | 56.16%-39.8pp | 46.48%-30.1pp | 302.99%-286.6pp |
| Employer contribution / active EE | $2,937 | $4,176-29.7% | $3,660-19.8% | $4,763-38.3% |
| Participant deferral / active EE | $9,610 | $4,958+93.8% | $4,371+119.9% | $5,983+60.6% |
| Admin fee / account holder | $9 | $7,249-99.9% | $5,948-99.9% | $11,252-99.9% |