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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,140 | $115,810-0.6% | $101,271+13.7% | $158,966-27.6% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 13.71% | 56.15%-42.4pp | 46.48%-32.8pp | 302.95%-289.2pp |
| Employer contribution / active EE | $3,582 | $4,175-14.2% | $3,660-2.1% | $4,762-24.8% |
| Participant deferral / active EE | $5,917 | $4,958+19.3% | $4,371+35.4% | $5,983-1.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |