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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,523 | $70,366+32.9% | $66,674+40.3% | $138,895-32.7% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.7%+10.9pp | 79.9%+4.7pp |
| Annual return | 15.80% | 386.41%-370.6pp | 321.24%-305.4pp | 145.39%-129.6pp |
| Employer contribution / active EE | $1,105 | $2,765-60.0% | $2,620-57.8% | $4,194-73.7% |
| Participant deferral / active EE | $2,438 | $4,374-44.3% | $4,084-40.3% | $6,396-61.9% |
| Admin fee / account holder | $235 | $5,262-95.5% | $5,098-95.4% | $12,562-98.1% |