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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,504 | $109,904+9.6% | $97,167+24.0% | $145,959-17.4% |
| Participation rate | 88.9% | 75.9%+12.9pp | 72.7%+16.2pp | 80.3%+8.6pp |
| Annual return | 15.23% | 243.43%-228.2pp | 75.27%-60.0pp | 561.95%-546.7pp |
| Employer contribution / active EE | $606 | $3,084-80.4% | $2,729-77.8% | $4,661-87.0% |
| Participant deferral / active EE | $1,977 | $4,676-57.7% | $4,264-53.6% | $6,689-70.4% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |