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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,461 | $112,121+13.7% | $95,960+32.8% | $158,966-19.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 6.23% | 171.16%-164.9pp | 91.63%-85.4pp | 302.95%-296.7pp |
| Employer contribution / active EE | $2,404 | $3,199-24.9% | $2,541-5.4% | $4,762-49.5% |
| Participant deferral / active EE | $2,404 | $4,784-49.8% | $4,167-42.3% | $5,983-59.8% |
| Admin fee / account holder | $204 | $10,135-98.0% | $6,797-97.0% | $11,250-98.2% |