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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,527 | $65,434+107.1% | $98,483+37.6% | $85,847+57.9% |
| Participation rate | 70.4% | 65.0%+5.4pp | 73.3%-3.0pp | 69.3%+1.1pp |
| Annual return | 14.42% | 21.75%-7.3pp | 1494.38%-1480.0pp | 318.61%-304.2pp |
| Employer contribution / active EE | $3,899 | $2,169+79.8% | $2,961+31.7% | $2,565+52.0% |
| Participant deferral / active EE | $3,726 | $3,168+17.6% | $4,276-12.9% | $3,952-5.7% |
| Admin fee / account holder | -$48 | $4,595-101.1% | $5,953-100.8% | $6,261-100.8% |