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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,542 | $88,815+11.0% | $81,882+20.3% | $145,897-32.5% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.35% | 1033.75%-1021.4pp | 779.47%-767.1pp | 552.29%-539.9pp |
| Employer contribution / active EE | $3,565 | $3,086+15.5% | $2,916+22.3% | $4,663-23.5% |
| Participant deferral / active EE | $5,373 | $4,647+15.6% | $4,323+24.3% | $6,689-19.7% |
| Admin fee / account holder | $25 | $8,434-99.7% | $7,360-99.7% | $13,390-99.8% |