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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,279 | $103,038+29.3% | $90,324+47.6% | $152,909-12.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 21.98% | 95.25%-73.3pp | 78.15%-56.2pp | 345.46%-323.5pp |
| Employer contribution / active EE | $1,442 | $3,141-54.1% | $2,856-49.5% | $4,764-69.7% |
| Participant deferral / active EE | $8,969 | $4,282+109.5% | $3,885+130.8% | $5,851+53.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |