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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,430 | $149,040-27.9% | $120,225-10.6% | $137,256-21.7% |
| Participation rate | 78.9% | 75.4%+3.5pp | 69.6%+9.4pp | 80.0%-1.0pp |
| Annual return | 18.86% | 605.68%-586.8pp | 439.23%-420.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $751 | $4,350-82.7% | $3,475-78.4% | $4,156-81.9% |
| Participant deferral / active EE | $5,660 | $4,655+21.6% | $3,999+41.5% | $6,407-11.7% |
| Admin fee / account holder | $53 | $6,348-99.2% | $5,696-99.1% | $12,270-99.6% |