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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,648 | $126,519+9.6% | $106,201+30.6% | $145,959-5.0% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.3%-5.3pp | 80.3%-10.3pp |
| Annual return | 12.40% | 225.10%-212.7pp | 116.26%-103.9pp | 561.95%-549.5pp |
| Employer contribution / active EE | $893 | $3,726-76.0% | $3,170-71.8% | $4,661-80.8% |
| Participant deferral / active EE | $6,110 | $5,716+6.9% | $5,012+21.9% | $6,689-8.6% |
| Admin fee / account holder | $5 | $17,312-100.0% | $11,039-100.0% | $13,398-100.0% |