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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,764 | $90,691+35.4% | $76,119+61.3% | $145,884-15.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 12.97% | 624.52%-611.6pp | 361.25%-348.3pp | 551.85%-538.9pp |
| Employer contribution / active EE | $2,262 | $3,329-32.1% | $2,693-16.0% | $4,662-51.5% |
| Participant deferral / active EE | $8,206 | $5,167+58.8% | $4,259+92.7% | $6,690+22.7% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |