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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,726 | $88,754+49.5% | $81,820+62.2% | $145,877-9.0% |
| Participation rate | 85.7% | 75.1%+10.6pp | 72.4%+13.3pp | 80.3%+5.4pp |
| Annual return | 11.18% | 1031.77%-1020.6pp | 777.93%-766.8pp | 551.28%-540.1pp |
| Employer contribution / active EE | $1,446 | $3,085-53.1% | $2,915-50.4% | $4,663-69.0% |
| Participant deferral / active EE | $3,076 | $4,648-33.8% | $4,323-28.8% | $6,691-54.0% |
| Admin fee / account holder | $95 | $8,424-98.9% | $7,391-98.7% | $13,402-99.3% |