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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,660 | $175,259-35.1% | $149,723-24.1% | $139,487-18.5% |
| Participation rate | 79.2% | 83.4%-4.2pp | 78.8%+0.4pp | 80.3%-1.2pp |
| Annual return | 18.42% | 166.82%-148.4pp | 134.50%-116.1pp | 373.84%-355.4pp |
| Employer contribution / active EE | $1,251 | $5,478-77.2% | $4,821-74.1% | $4,755-73.7% |
| Participant deferral / active EE | $6,446 | $6,522-1.2% | $5,682+13.4% | $6,713-4.0% |
| Admin fee / account holder | $269 | $16,158-98.3% | $13,215-98.0% | $11,407-97.6% |