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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,375 | $63,346+52.1% | $92,240+4.5% | $70,126+37.4% |
| Participation rate | 89.7% | 68.7%+21.0pp | 76.5%+13.2pp | 69.5%+20.1pp |
| Annual return | 16.00% | 530.19%-514.2pp | 176.29%-160.3pp | 73.15%-57.1pp |
| Employer contribution / active EE | $954 | $2,471-61.4% | $3,680-74.1% | $2,343-59.3% |
| Participant deferral / active EE | $4,352 | $2,854+52.5% | $3,897+11.7% | $3,332+30.6% |
| Admin fee / account holder | $251 | $3,841-93.5% | $5,194-95.2% | $4,645-94.6% |