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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,268 | $118,695+50.2% | $98,916+80.2% | $158,950+12.2% |
| Participation rate | 85.7% | 77.8%+7.9pp | 76.0%+9.7pp | 82.0%+3.8pp |
| Annual return | 17.23% | 372.39%-355.2pp | 196.45%-179.2pp | 302.91%-285.7pp |
| Employer contribution / active EE | $1,677 | $3,333-49.7% | $2,689-37.6% | $4,762-64.8% |
| Participant deferral / active EE | $5,221 | $5,088+2.6% | $4,245+23.0% | $5,983-12.7% |
| Admin fee / account holder | $172 | $10,132-98.3% | $6,642-97.4% | $11,248-98.5% |