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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,687 | $99,011+7.8% | $86,582+23.2% | $147,586-27.7% |
| Participation rate | 76.9% | 76.3%+0.6pp | 73.5%+3.4pp | 82.8%-5.9pp |
| Annual return | 18.31% | 1312.75%-1294.4pp | 965.08%-946.8pp | 578.59%-560.3pp |
| Employer contribution / active EE | $1,795 | $3,132-42.7% | $2,839-36.8% | $4,876-63.2% |
| Participant deferral / active EE | $6,308 | $3,972+58.8% | $3,609+74.8% | $5,439+16.0% |
| Admin fee / account holder | $202 | $5,709-96.5% | $4,904-95.9% | $10,886-98.1% |