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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,675 | $198,457-29.6% | $170,435-18.0% | $147,586-5.4% |
| Participation rate | 81.8% | 88.0%-6.1pp | 83.6%-1.8pp | 82.8%-1.0pp |
| Annual return | 14.76% | 257.30%-242.5pp | 205.94%-191.2pp | 578.59%-563.8pp |
| Employer contribution / active EE | $1,358 | $6,183-78.0% | $5,432-75.0% | $4,876-72.2% |
| Participant deferral / active EE | $3,242 | $5,629-42.4% | $4,939-34.4% | $5,439-40.4% |
| Admin fee / account holder | $120 | $16,852-99.3% | $13,881-99.1% | $10,886-98.9% |