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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,917 | $90,614+25.7% | $76,089+49.7% | $145,877-21.9% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 8.48% | 623.80%-615.3pp | 360.94%-352.5pp | 551.28%-542.8pp |
| Employer contribution / active EE | $6,032 | $3,324+81.4% | $2,690+124.2% | $4,663+29.4% |
| Participant deferral / active EE | $6,967 | $5,168+34.8% | $4,259+63.6% | $6,691+4.1% |
| Admin fee / account holder | $7 | $8,376-99.9% | $6,418-99.9% | $13,402-99.9% |