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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,149 | $102,595+38.6% | $94,057+51.1% | $154,746-8.1% |
| Participation rate | 88.2% | 76.0%+12.2pp | 73.3%+14.9pp | 80.7%+7.5pp |
| Annual return | 13.66% | 583.42%-569.8pp | 480.62%-467.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $550 | $3,147-82.5% | $2,933-81.2% | $4,379-87.4% |
| Participant deferral / active EE | $1,129 | $5,118-77.9% | $4,709-76.0% | $6,730-83.2% |
| Admin fee / account holder | $176 | $7,736-97.7% | $7,244-97.6% | $14,365-98.8% |