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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,671 | $169,161-26.3% | $129,295-3.6% | $145,959-14.6% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 15.87% | 14348.07%-14332.2pp | 9429.28%-9413.4pp | 561.95%-546.1pp |
| Employer contribution / active EE | $1,961 | $5,543-64.6% | $4,157-52.8% | $4,661-57.9% |
| Participant deferral / active EE | $3,512 | $4,989-29.6% | $4,169-15.8% | $6,689-47.5% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |