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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,694 | $67,823+16.0% | $52,425+50.1% | $137,256-42.7% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 18.67% | 219.11%-200.4pp | 302.12%-283.5pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,012 | $1,163-13.0% | $914+10.7% | $4,156-75.7% |
| Participant deferral / active EE | $1,963 | $2,288-14.2% | $1,790+9.7% | $6,407-69.4% |
| Admin fee / account holder | $40 | $2,844-98.6% | $2,495-98.4% | $12,270-99.7% |