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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,719 | $118,869+41.9% | $96,575+74.7% | $167,518+0.7% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 13.37% | 50.49%-37.1pp | 37.79%-24.4pp | 478.71%-465.3pp |
| Employer contribution / active EE | $1,203 | $3,120-61.4% | $2,357-48.9% | $4,838-75.1% |
| Participant deferral / active EE | $2,069 | $4,616-55.2% | $3,849-46.2% | $6,342-67.4% |
| Admin fee / account holder | $19 | $8,067-99.8% | $6,182-99.7% | $12,312-99.8% |