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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,903 | $109,372+10.5% | $89,414+35.2% | $158,966-23.9% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.0%+7.0pp | 82.0%-7.0pp |
| Annual return | 11.29% | 345.55%-334.3pp | 245.50%-234.2pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,793 | $3,171-43.5% | $2,586-30.7% | $4,762-62.4% |
| Participant deferral / active EE | $2,629 | $4,598-42.8% | $3,890-32.4% | $5,983-56.1% |
| Admin fee / account holder | $0 | $6,156-100.0% | $4,883-100.0% | $11,250-100.0% |