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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,542 | $110,551-9.1% | $80,741+24.5% | $167,518-40.0% |
| Participation rate | 70.0% | 64.0%+6.0pp | 54.2%+15.8pp | 82.1%-12.1pp |
| Annual return | 12.21% | 120.57%-108.4pp | 87.30%-75.1pp | 478.71%-466.5pp |
| Employer contribution / active EE | $943 | $1,543-38.9% | $1,160-18.7% | $4,838-80.5% |
| Participant deferral / active EE | $6,302 | $2,870+119.6% | $2,145+193.7% | $6,342-0.6% |
| Admin fee / account holder | $74 | $4,547-98.4% | $3,380-97.8% | $12,312-99.4% |