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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,497 | $169,356-24.7% | $129,406-1.5% | $145,897-12.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 13.41% | 14418.62%-14405.2pp | 9468.18%-9454.8pp | 552.29%-538.9pp |
| Employer contribution / active EE | $7,054 | $5,542+27.3% | $4,155+69.8% | $4,663+51.3% |
| Participant deferral / active EE | $12,213 | $4,987+144.9% | $4,167+193.1% | $6,689+82.6% |
| Admin fee / account holder | $17 | $9,915-99.8% | $7,689-99.8% | $13,390-99.9% |