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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,728 | $100,073+28.6% | $85,126+51.2% | $145,877-11.8% |
| Participation rate | 70.0% | 74.1%-4.1pp | 67.5%+2.5pp | 80.3%-10.3pp |
| Annual return | 21.97% | 84.11%-62.1pp | 66.63%-44.7pp | 551.28%-529.3pp |
| Employer contribution / active EE | $1,379 | $3,236-57.4% | $2,731-49.5% | $4,663-70.4% |
| Participant deferral / active EE | $8,945 | $5,294+69.0% | $4,523+97.7% | $6,691+33.7% |
| Admin fee / account holder | $89 | $7,261-98.8% | $6,160-98.6% | $13,402-99.3% |