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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,843 | $124,175+8.6% | $108,405+24.4% | $167,536-19.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 10.18% | 1380.13%-1370.0pp | 905.55%-895.4pp | 478.82%-468.6pp |
| Employer contribution / active EE | $700 | $4,188-83.3% | $3,559-80.3% | $4,839-85.5% |
| Participant deferral / active EE | $4,733 | $6,908-31.5% | $6,563-27.9% | $6,342-25.4% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |