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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,648 | $125,237+10.7% | $105,608+31.3% | $145,877-5.0% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 12.40% | 225.76%-213.4pp | 116.50%-104.1pp | 551.28%-538.9pp |
| Employer contribution / active EE | $893 | $3,720-76.0% | $3,167-71.8% | $4,663-80.8% |
| Participant deferral / active EE | $6,110 | $5,711+7.0% | $5,010+22.0% | $6,691-8.7% |
| Admin fee / account holder | $5 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |