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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,493 | $169,356-20.6% | $129,406+3.9% | $145,897-7.8% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 12.72% | 14418.62%-14405.9pp | 9468.18%-9455.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,572 | $5,542-71.6% | $4,155-62.2% | $4,663-66.3% |
| Participant deferral / active EE | $2,608 | $4,987-47.7% | $4,167-37.4% | $6,689-61.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |