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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,757 | $112,935-5.5% | $90,970+17.4% | $158,966-32.8% |
| Participation rate | 81.0% | 74.7%+6.2pp | 69.0%+11.9pp | 82.0%-1.0pp |
| Annual return | 10.60% | 215.79%-205.2pp | 134.58%-124.0pp | 302.95%-292.3pp |
| Employer contribution / active EE | $1,572 | $2,895-45.7% | $2,122-25.9% | $4,762-67.0% |
| Participant deferral / active EE | $2,391 | $4,129-42.1% | $3,373-29.1% | $5,983-60.0% |
| Admin fee / account holder | $93 | $8,045-98.8% | $5,960-98.4% | $11,250-99.2% |