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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,504 | $109,967+9.6% | $97,197+24.0% | $145,877-17.4% |
| Participation rate | 88.9% | 76.0%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 15.23% | 244.27%-229.0pp | 75.47%-60.2pp | 551.28%-536.1pp |
| Employer contribution / active EE | $606 | $3,077-80.3% | $2,723-77.8% | $4,663-87.0% |
| Participant deferral / active EE | $1,977 | $4,676-57.7% | $4,263-53.6% | $6,691-70.5% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |