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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,195 | $115,814+15.9% | $101,275+32.5% | $158,982-15.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.41% | 56.16%-47.7pp | 46.48%-38.1pp | 302.99%-294.6pp |
| Employer contribution / active EE | $1,200 | $4,176-71.3% | $3,660-67.2% | $4,763-74.8% |
| Participant deferral / active EE | $2,620 | $4,958-47.2% | $4,371-40.1% | $5,983-56.2% |
| Admin fee / account holder | $74 | $7,249-99.0% | $5,948-98.8% | $11,252-99.3% |