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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,542 | $88,754+11.0% | $81,820+20.4% | $145,877-32.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.35% | 1031.77%-1019.4pp | 777.93%-765.6pp | 551.28%-538.9pp |
| Employer contribution / active EE | $3,565 | $3,085+15.5% | $2,915+22.3% | $4,663-23.5% |
| Participant deferral / active EE | $5,373 | $4,648+15.6% | $4,323+24.3% | $6,691-19.7% |
| Admin fee / account holder | $25 | $8,424-99.7% | $7,391-99.7% | $13,402-99.8% |