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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,058 | $99,053+41.4% | $88,179+58.8% | $138,895+0.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 15.38% | 78.17%-62.8pp | 64.97%-49.6pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,954 | $2,882+37.2% | $2,549+55.1% | $4,194-5.7% |
| Participant deferral / active EE | $7,530 | $5,225+44.1% | $4,614+63.2% | $6,396+17.7% |
| Admin fee / account holder | $295 | $8,748-96.6% | $7,673-96.2% | $12,562-97.7% |