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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,761 | $111,878-0.1% | $93,727+19.2% | $145,897-23.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 13.64% | 204.28%-190.6pp | 133.83%-120.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $4,088 | $3,092+32.2% | $2,421+68.8% | $4,663-12.3% |
| Participant deferral / active EE | $13,347 | $4,920+171.3% | $4,417+202.2% | $6,689+99.5% |
| Admin fee / account holder | $20 | $10,256-99.8% | $8,292-99.8% | $13,390-99.9% |