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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,648 | $125,190+10.7% | $105,624+31.3% | $145,897-5.0% |
| Participation rate | 70.0% | 77.6%-7.6pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 12.40% | 225.22%-212.8pp | 116.20%-103.8pp | 552.29%-539.9pp |
| Employer contribution / active EE | $893 | $3,720-76.0% | $3,168-71.8% | $4,663-80.8% |
| Participant deferral / active EE | $6,110 | $5,716+6.9% | $5,013+21.9% | $6,689-8.7% |
| Admin fee / account holder | $5 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |