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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,316 | $78,707+57.9% | $117,861+5.5% | $70,126+77.3% |
| Participation rate | 91.9% | 73.2%+18.7pp | 79.7%+12.2pp | 69.5%+22.4pp |
| Annual return | 17.61% | 23.30%-5.7pp | 335.11%-317.5pp | 73.15%-55.5pp |
| Employer contribution / active EE | $2,302 | $2,223+3.5% | $3,786-39.2% | $2,343-1.7% |
| Participant deferral / active EE | $5,400 | $3,297+63.8% | $4,482+20.5% | $3,332+62.1% |
| Admin fee / account holder | $224 | $5,066-95.6% | $8,021-97.2% | $4,645-95.2% |