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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,063 | $103,008+93.3% | $90,304+120.4% | $152,897+30.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 22.71% | 95.22%-72.5pp | 78.13%-55.4pp | 345.43%-322.7pp |
| Employer contribution / active EE | $2,881 | $3,139-8.2% | $2,855+0.9% | $4,764-39.5% |
| Participant deferral / active EE | $9,283 | $4,281+116.8% | $3,885+138.9% | $5,851+58.6% |
| Admin fee / account holder | $94 | $6,175-98.5% | $5,354-98.2% | $11,599-99.2% |