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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,333 | $85,766+24.0% | $136,298-22.0% | $70,126+51.6% |
| Participation rate | 82.5% | 74.2%+8.3pp | 81.9%+0.5pp | 69.5%+12.9pp |
| Annual return | 16.69% | 31.46%-14.8pp | 5156.27%-5139.6pp | 73.15%-56.5pp |
| Employer contribution / active EE | $2,091 | $2,966-29.5% | $4,696-55.5% | $2,343-10.7% |
| Participant deferral / active EE | $6,649 | $5,051+31.6% | $6,247+6.4% | $3,332+99.6% |
| Admin fee / account holder | $216 | $5,421-96.0% | $9,244-97.7% | $4,645-95.4% |