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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,027 | $100,938+55.6% | $90,461+73.6% | $158,982-1.2% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.7%+16.2pp | 82.0%+6.9pp |
| Annual return | 11.20% | 1727.20%-1716.0pp | 1294.76%-1283.6pp | 302.99%-291.8pp |
| Employer contribution / active EE | $8,406 | $3,691+127.7% | $3,264+157.5% | $4,763+76.5% |
| Participant deferral / active EE | $5,390 | $4,350+23.9% | $3,964+36.0% | $5,983-9.9% |
| Admin fee / account holder | $260 | $6,510-96.0% | $5,617-95.4% | $11,252-97.7% |