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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,728 | $100,203+28.5% | $85,240+51.0% | $145,897-11.8% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 21.97% | 84.28%-62.3pp | 66.75%-44.8pp | 552.29%-530.3pp |
| Employer contribution / active EE | $1,379 | $3,242-57.5% | $2,735-49.6% | $4,663-70.4% |
| Participant deferral / active EE | $8,945 | $5,299+68.8% | $4,527+97.6% | $6,689+33.7% |
| Admin fee / account holder | $89 | $7,265-98.8% | $6,165-98.6% | $13,390-99.3% |