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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,678 | $88,815+37.0% | $81,882+48.6% | $145,897-16.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.07% | 1033.75%-1021.7pp | 779.47%-767.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,031 | $3,086-66.6% | $2,916-64.7% | $4,663-77.9% |
| Participant deferral / active EE | $6,655 | $4,647+43.2% | $4,323+53.9% | $6,689-0.5% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |