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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,009 | $115,810+6.2% | $101,271+21.5% | $158,966-22.6% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 16.42% | 56.15%-39.7pp | 46.48%-30.1pp | 302.95%-286.5pp |
| Employer contribution / active EE | $2,486 | $4,175-40.5% | $3,660-32.1% | $4,762-47.8% |
| Participant deferral / active EE | $4,665 | $4,958-5.9% | $4,371+6.7% | $5,983-22.0% |
| Admin fee / account holder | $294 | $7,248-95.9% | $5,948-95.1% | $11,250-97.4% |