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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,871 | $68,097+33.4% | $62,929+44.4% | $137,256-33.8% |
| Participation rate | 87.5% | 77.4%+10.1pp | 73.1%+14.4pp | 80.0%+7.5pp |
| Annual return | 19.79% | 1859.11%-1839.3pp | 1063.93%-1044.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,680 | $2,811+30.9% | $2,505+46.9% | $4,156-11.5% |
| Participant deferral / active EE | $14,637 | $4,553+221.5% | $3,888+276.4% | $6,407+128.5% |
| Admin fee / account holder | $71 | $6,521-98.9% | $5,065-98.6% | $12,270-99.4% |