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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,478 | $102,429+14.7% | $147,096-20.1% | $80,925+45.2% |
| Participation rate | 72.0% | 75.9%-3.9pp | 82.2%-10.2pp | 67.7%+4.3pp |
| Annual return | 14.79% | 135.02%-120.2pp | 419.75%-405.0pp | 35.65%-20.9pp |
| Employer contribution / active EE | $1,994 | $3,716-46.3% | $4,936-59.6% | $2,756-27.7% |
| Participant deferral / active EE | $6,151 | $6,649-7.5% | $8,071-23.8% | $4,299+43.1% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |