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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,234 | $150,207-15.3% | $120,380+5.7% | $145,978-12.8% |
| Participation rate | 85.7% | 78.8%+6.9pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 10.52% | 154.28%-143.8pp | 107.28%-96.8pp | 550.52%-540.0pp |
| Employer contribution / active EE | $1,173 | $4,351-73.0% | $3,465-66.1% | $4,662-74.8% |
| Participant deferral / active EE | $2,360 | $6,175-61.8% | $4,992-52.7% | $6,690-64.7% |
| Admin fee / account holder | $48 | $12,203-99.6% | $9,421-99.5% | $13,400-99.6% |