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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,210 | $99,053+36.5% | $88,179+53.3% | $138,895-2.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 18.95% | 78.17%-59.2pp | 64.97%-46.0pp | 145.39%-126.4pp |
| Employer contribution / active EE | $10,133 | $2,882+251.6% | $2,549+297.5% | $4,194+141.6% |
| Participant deferral / active EE | $9,788 | $5,225+87.3% | $4,614+112.2% | $6,396+53.0% |
| Admin fee / account holder | $186 | $8,748-97.9% | $7,673-97.6% | $12,562-98.5% |