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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,523 | $72,071+29.8% | $68,368+36.8% | $137,256-31.9% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.0%+4.7pp |
| Annual return | 15.80% | 353.14%-337.3pp | 292.57%-276.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,105 | $2,788-60.4% | $2,649-58.3% | $4,156-73.4% |
| Participant deferral / active EE | $2,438 | $4,410-44.7% | $4,123-40.9% | $6,407-61.9% |
| Admin fee / account holder | $235 | $5,336-95.6% | $5,150-95.4% | $12,270-98.1% |