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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,717 | $107,368+29.2% | $92,915+49.3% | $152,909-9.3% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 13.35% | 145.64%-132.3pp | 109.45%-96.1pp | 345.46%-332.1pp |
| Employer contribution / active EE | $3,069 | $4,222-27.3% | $3,653-16.0% | $4,764-35.6% |
| Participant deferral / active EE | $3,431 | $4,848-29.2% | $4,238-19.1% | $5,851-41.4% |
| Admin fee / account holder | $271 | $7,082-96.2% | $5,796-95.3% | $11,601-97.7% |