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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,063 | $111,830-9.6% | $93,696+7.9% | $145,884-30.7% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 10.29% | 204.08%-193.8pp | 133.74%-123.4pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,490 | $3,093-51.8% | $2,422-38.5% | $4,662-68.0% |
| Participant deferral / active EE | $1,667 | $4,920-66.1% | $4,417-62.2% | $6,690-75.1% |
| Admin fee / account holder | $262 | $10,249-97.4% | $8,287-96.8% | $13,392-98.0% |