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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,877 | $97,125+81.1% | $86,233+104.0% | $137,256+28.1% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 14.16% | 74.19%-60.0pp | 61.39%-47.2pp | 220.34%-206.2pp |
| Employer contribution / active EE | $25,492 | $2,841+797.2% | $2,504+917.9% | $4,156+513.4% |
| Participant deferral / active EE | $12,060 | $5,180+132.8% | $4,559+164.5% | $6,407+88.2% |
| Admin fee / account holder | $49 | $9,725-99.5% | $8,342-99.4% | $12,270-99.6% |