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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,157 | $72,071+68.1% | $68,368+77.2% | $137,256-11.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.50% | 353.14%-336.6pp | 292.57%-276.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $3,787 | $2,788+35.8% | $2,649+43.0% | $4,156-8.9% |
| Participant deferral / active EE | $7,331 | $4,410+66.2% | $4,123+77.8% | $6,407+14.4% |
| Admin fee / account holder | $25 | $5,336-99.5% | $5,150-99.5% | $12,270-99.8% |