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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,739 | $72,071+64.8% | $68,368+73.7% | $137,256-13.5% |
| Participation rate | 92.9% | 76.2%+16.6pp | 73.8%+19.1pp | 80.0%+12.9pp |
| Annual return | 17.82% | 353.14%-335.3pp | 292.57%-274.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,578 | $2,788-7.5% | $2,649-2.7% | $4,156-38.0% |
| Participant deferral / active EE | $6,862 | $4,410+55.6% | $4,123+66.4% | $6,407+7.1% |
| Admin fee / account holder | $133 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |