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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,160 | $118,695+2.9% | $98,916+23.5% | $158,950-23.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.87% | 372.39%-351.5pp | 196.45%-175.6pp | 302.91%-282.0pp |
| Employer contribution / active EE | $804 | $3,333-75.9% | $2,689-70.1% | $4,762-83.1% |
| Participant deferral / active EE | $3,878 | $5,088-23.8% | $4,245-8.6% | $5,983-35.2% |
| Admin fee / account holder | $188 | $10,132-98.1% | $6,642-97.2% | $11,248-98.3% |