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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,495 | $90,486+38.7% | $78,676+59.5% | $273,972-54.2% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 7.50% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $4,208 | $3,175+32.5% | $2,850+47.7% | $4,869-13.6% |
| Participant deferral / active EE | $12,475 | $3,901+219.8% | $3,517+254.7% | $5,287+135.9% |
| Admin fee / account holder | $12 | $5,263-99.8% | $4,510-99.7% | $10,133-99.9% |