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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,410 | $81,208+59.4% | $98,916+30.8% | $79,858+62.1% |
| Participation rate | 95.6% | 72.5%+23.0pp | 76.0%+19.5pp | 69.6%+25.9pp |
| Annual return | 14.67% | 60.99%-46.3pp | 196.45%-181.8pp | 31.72%-17.0pp |
| Employer contribution / active EE | $2,897 | $1,960+47.8% | $2,689+7.7% | $2,471+17.3% |
| Participant deferral / active EE | $6,605 | $3,265+102.3% | $4,245+55.6% | $3,740+76.6% |
| Admin fee / account holder | $288 | $6,013-95.2% | $6,642-95.7% | $5,306-94.6% |