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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,310 | $112,933+11.8% | $90,970+38.8% | $158,982-20.6% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 21.00% | 215.82%-194.8pp | 134.60%-113.6pp | 302.99%-282.0pp |
| Employer contribution / active EE | $1,254 | $2,893-56.7% | $2,122-40.9% | $4,763-73.7% |
| Participant deferral / active EE | $3,847 | $4,128-6.8% | $3,373+14.1% | $5,983-35.7% |
| Admin fee / account holder | $147 | $8,047-98.2% | $5,961-97.5% | $11,252-98.7% |