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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,357 | $121,701+16.2% | $104,639+35.1% | $158,982-11.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 12.74% | 465.72%-453.0pp | 340.67%-327.9pp | 302.99%-290.2pp |
| Employer contribution / active EE | $1,900 | $3,165-40.0% | $2,682-29.2% | $4,763-60.1% |
| Participant deferral / active EE | $9,208 | $4,176+120.5% | $3,738+146.3% | $5,983+53.9% |
| Admin fee / account holder | $0 | $7,778-100.0% | $6,465-100.0% | $11,252-100.0% |