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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,242 | $96,643+54.4% | $86,617+72.3% | $139,456+7.0% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 18.64% | 106.57%-87.9pp | 591.91%-573.3pp | 373.45%-354.8pp |
| Employer contribution / active EE | $3,096 | $3,264-5.2% | $3,023+2.4% | $4,753-34.9% |
| Participant deferral / active EE | $16,097 | $4,835+232.9% | $4,437+262.8% | $6,711+139.8% |
| Admin fee / account holder | $20 | $6,406-99.7% | $5,613-99.6% | $11,407-99.8% |