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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,789 | $96,419+9.7% | $80,648+31.2% | $139,487-24.2% |
| Participation rate | 92.3% | 73.6%+18.7pp | 67.0%+25.3pp | 80.3%+12.0pp |
| Annual return | 13.49% | 1352.86%-1339.4pp | 937.21%-923.7pp | 373.84%-360.3pp |
| Employer contribution / active EE | $1,892 | $3,261-42.0% | $2,724-30.5% | $4,755-60.2% |
| Participant deferral / active EE | $4,435 | $5,225-15.1% | $4,443-0.2% | $6,713-33.9% |
| Admin fee / account holder | $234 | $6,605-96.5% | $5,382-95.7% | $11,407-98.0% |