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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,780 | $101,063+32.4% | $81,473+64.2% | $147,586-9.4% |
| Participation rate | 70.0% | 74.5%-4.5pp | 68.0%+2.0pp | 82.8%-12.8pp |
| Annual return | 23.67% | 32.41%-8.7pp | 38.78%-15.1pp | 578.59%-554.9pp |
| Employer contribution / active EE | $688 | $3,206-78.5% | $2,568-73.2% | $4,876-85.9% |
| Participant deferral / active EE | $3,125 | $4,242-26.3% | $3,537-11.7% | $5,439-42.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |