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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,784 | $70,366+57.4% | $66,674+66.2% | $138,895-20.2% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 15.61% | 386.41%-370.8pp | 321.24%-305.6pp | 145.39%-129.8pp |
| Employer contribution / active EE | $2,268 | $2,765-18.0% | $2,620-13.4% | $4,194-45.9% |
| Participant deferral / active EE | $11,057 | $4,374+152.8% | $4,084+170.7% | $6,396+72.9% |
| Admin fee / account holder | $25 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |