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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,234 | $150,435-15.4% | $120,580+5.5% | $145,897-12.8% |
| Participation rate | 85.7% | 78.8%+6.9pp | 72.0%+13.8pp | 80.3%+5.4pp |
| Annual return | 10.52% | 154.60%-144.1pp | 107.48%-97.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $1,173 | $4,352-73.0% | $3,469-66.2% | $4,663-74.8% |
| Participant deferral / active EE | $2,360 | $6,174-61.8% | $4,995-52.8% | $6,689-64.7% |
| Admin fee / account holder | $48 | $12,182-99.6% | $9,418-99.5% | $13,390-99.6% |