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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,135 | $102,429+45.6% | $147,096+1.4% | $80,925+84.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 15.00% | 135.02%-120.0pp | 419.75%-404.7pp | 35.65%-20.6pp |
| Employer contribution / active EE | $5,076 | $3,716+36.6% | $4,936+2.8% | $2,756+84.2% |
| Participant deferral / active EE | $4,843 | $6,649-27.2% | $8,071-40.0% | $4,299+12.7% |
| Admin fee / account holder | $127 | $7,957-98.4% | $13,005-99.0% | $6,940-98.2% |