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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,678 | $88,754+37.1% | $81,820+48.7% | $145,877-16.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.07% | 1031.77%-1019.7pp | 777.93%-765.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,031 | $3,085-66.6% | $2,915-64.6% | $4,663-77.9% |
| Participant deferral / active EE | $6,655 | $4,648+43.2% | $4,323+54.0% | $6,691-0.5% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |