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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,274 | $107,368+19.5% | $92,915+38.1% | $152,909-16.1% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 21.58% | 145.64%-124.1pp | 109.45%-87.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $2,285 | $4,222-45.9% | $3,653-37.5% | $4,764-52.0% |
| Participant deferral / active EE | $3,123 | $4,848-35.6% | $4,238-26.3% | $5,851-46.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |