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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,987 | $85,171+9.2% | $172,753-46.2% | $72,976+27.4% |
| Participation rate | 71.0% | 70.1%+0.9pp | 82.6%-11.7pp | 69.5%+1.5pp |
| Annual return | 20.98% | 27.32%-6.3pp | 803.00%-782.0pp | 81.02%-60.0pp |
| Employer contribution / active EE | $1,942 | $3,324-41.6% | $5,144-62.2% | $2,440-20.4% |
| Participant deferral / active EE | $5,293 | $3,260+62.4% | $5,198+1.8% | $3,608+46.7% |
| Admin fee / account holder | $225 | $5,880-96.2% | $13,956-98.4% | $5,124-95.6% |