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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,560 | $106,001+6.2% | $92,235+22.0% | $147,585-23.7% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 16.88% | 50.05%-33.2pp | 176.28%-159.4pp | 578.56%-561.7pp |
| Employer contribution / active EE | $2,507 | $4,333-42.2% | $3,679-31.9% | $4,876-48.6% |
| Participant deferral / active EE | $5,222 | $4,478+16.6% | $3,897+34.0% | $5,439-4.0% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |