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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,108 | $78,707+33.5% | $117,861-10.8% | $70,126+49.9% |
| Participation rate | 88.0% | 73.2%+14.8pp | 79.7%+8.3pp | 69.5%+18.5pp |
| Annual return | 19.37% | 23.30%-3.9pp | 335.11%-315.7pp | 73.15%-53.8pp |
| Employer contribution / active EE | $7,036 | $2,223+216.4% | $3,786+85.8% | $2,343+200.4% |
| Participant deferral / active EE | $7,985 | $3,297+142.2% | $4,482+78.2% | $3,332+139.7% |
| Admin fee / account holder | $232 | $5,066-95.4% | $8,021-97.1% | $4,645-95.0% |