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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,571 | $112,131+5.7% | $95,964+23.6% | $158,982-25.4% |
| Participation rate | 88.2% | 79.0%+9.2pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 14.79% | 171.19%-156.4pp | 91.64%-76.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $678 | $3,199-78.8% | $2,541-73.3% | $4,763-85.8% |
| Participant deferral / active EE | $4,771 | $4,784-0.3% | $4,167+14.5% | $5,983-20.3% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |