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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,726 | $88,815+49.4% | $81,882+62.1% | $145,897-9.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.18% | 1033.75%-1022.6pp | 779.47%-768.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $1,446 | $3,086-53.1% | $2,916-50.4% | $4,663-69.0% |
| Participant deferral / active EE | $3,076 | $4,647-33.8% | $4,323-28.9% | $6,689-54.0% |
| Admin fee / account holder | $95 | $8,434-98.9% | $7,360-98.7% | $13,390-99.3% |