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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,487 | $115,814-4.6% | $101,275+9.1% | $158,982-30.5% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 43.04% | 56.16%-13.1pp | 46.48%-3.4pp | 302.99%-260.0pp |
| Employer contribution / active EE | $1,169 | $4,176-72.0% | $3,660-68.1% | $4,763-75.5% |
| Participant deferral / active EE | $1,831 | $4,958-63.1% | $4,371-58.1% | $5,983-69.4% |
| Admin fee / account holder | $17 | $7,249-99.8% | $5,948-99.7% | $11,252-99.9% |