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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,872 | $58,275+73.1% | $81,844+23.2% | $80,935+24.6% |
| Participation rate | 96.6% | 63.5%+33.1pp | 72.4%+24.2pp | 67.7%+28.9pp |
| Annual return | 21.32% | 41.82%-20.5pp | 778.87%-757.5pp | 35.66%-14.3pp |
| Employer contribution / active EE | $13,034 | $2,346+455.6% | $2,916+346.9% | $2,757+372.8% |
| Participant deferral / active EE | $6,853 | $3,285+108.6% | $4,323+58.5% | $4,299+59.4% |
| Admin fee / account holder | $124 | $4,749-97.4% | $7,355-98.3% | $6,924-98.2% |