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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,157 | $118,708+9.6% | $98,920+31.6% | $158,966-18.1% |
| Participation rate | 92.3% | 77.8%+14.5pp | 76.0%+16.3pp | 82.0%+10.3pp |
| Annual return | 16.77% | 372.49%-355.7pp | 196.47%-179.7pp | 302.95%-286.2pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,757 | $5,089-65.5% | $4,245-58.6% | $5,983-70.6% |
| Admin fee / account holder | $63 | $10,134-99.4% | $6,643-99.1% | $11,250-99.4% |