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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,737 | $160,028-12.1% | $147,080-4.3% | $145,884-3.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 12.59% | 98.60%-86.0pp | 420.17%-407.6pp | 551.85%-539.3pp |
| Employer contribution / active EE | $1,481 | $5,286-72.0% | $4,933-70.0% | $4,662-68.2% |
| Participant deferral / active EE | $6,736 | $8,422-20.0% | $8,066-16.5% | $6,690+0.7% |
| Admin fee / account holder | $105 | $15,030-99.3% | $12,989-99.2% | $13,392-99.2% |