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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,874 | $64,705+86.8% | $62,929+92.1% | $67,986+77.8% |
| Participation rate | 90.2% | 65.6%+24.6pp | 73.1%+17.1pp | 57.2%+33.0pp |
| Annual return | 13.67% | 20.31%-6.6pp | 1063.93%-1050.3pp | 31.67%-18.0pp |
| Employer contribution / active EE | $1,994 | $2,376-16.1% | $2,505-20.4% | $2,019-1.2% |
| Participant deferral / active EE | $3,151 | $3,198-1.5% | $3,888-19.0% | $3,358-6.2% |
| Admin fee / account holder | $37 | $1,428-97.4% | $5,065-99.3% | $3,203-98.9% |