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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,768 | $102,638+11.8% | $81,982+40.0% | $158,982-27.8% |
| Participation rate | 77.8% | 75.5%+2.2pp | 69.3%+8.5pp | 82.0%-4.2pp |
| Annual return | 17.98% | 61.05%-43.1pp | 41.31%-23.3pp | 302.99%-285.0pp |
| Employer contribution / active EE | $1,454 | $3,241-55.1% | $2,498-41.8% | $4,763-69.5% |
| Participant deferral / active EE | $2,967 | $4,649-36.2% | $3,722-20.3% | $5,983-50.4% |
| Admin fee / account holder | $41 | $8,237-99.5% | $5,665-99.3% | $11,252-99.6% |