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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,265 | $85,766+61.2% | $136,297+1.4% | $70,131+97.2% |
| Participation rate | 80.9% | 74.2%+6.7pp | 81.9%-1.1pp | 69.5%+11.3pp |
| Annual return | 15.30% | 31.45%-16.2pp | 5156.16%-5140.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $1,060 | $2,966-64.3% | $4,696-77.4% | $2,342-54.7% |
| Participant deferral / active EE | $8,806 | $5,051+74.3% | $6,247+41.0% | $3,332+164.3% |
| Admin fee / account holder | $89 | $5,420-98.4% | $9,244-99.0% | $4,645-98.1% |