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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,097 | $112,131+40.1% | $95,964+63.7% | $158,982-1.2% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 14.02% | 171.19%-157.2pp | 91.64%-77.6pp | 302.99%-289.0pp |
| Employer contribution / active EE | $1,645 | $3,199-48.6% | $2,541-35.3% | $4,763-65.5% |
| Participant deferral / active EE | $2,654 | $4,784-44.5% | $4,167-36.3% | $5,983-55.6% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |