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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,116 | $109,411+40.9% | $89,435+72.3% | $158,982-3.1% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.4pp | 82.0%-10.5pp |
| Annual return | 12.65% | 345.68%-333.0pp | 245.55%-232.9pp | 302.99%-290.3pp |
| Employer contribution / active EE | $984 | $3,173-69.0% | $2,587-62.0% | $4,763-79.3% |
| Participant deferral / active EE | $9,686 | $4,600+110.6% | $3,890+149.0% | $5,983+61.9% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |