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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,932 | $100,911+36.7% | $90,440+52.5% | $158,966-13.2% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 15.82% | 1726.62%-1710.8pp | 1294.38%-1278.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $1,245 | $3,690-66.3% | $3,263-61.8% | $4,762-73.9% |
| Participant deferral / active EE | $1,917 | $4,348-55.9% | $3,964-51.6% | $5,983-68.0% |
| Admin fee / account holder | $22 | $6,507-99.7% | $5,615-99.6% | $11,250-99.8% |