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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,813 | $112,933+9.6% | $90,970+36.1% | $158,982-22.1% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 38.74% | 215.82%-177.1pp | 134.60%-95.9pp | 302.99%-264.3pp |
| Employer contribution / active EE | $6,254 | $2,893+116.1% | $2,122+194.7% | $4,763+31.3% |
| Participant deferral / active EE | $2,358 | $4,128-42.9% | $3,373-30.1% | $5,983-60.6% |
| Admin fee / account holder | $162 | $8,047-98.0% | $5,961-97.3% | $11,252-98.6% |