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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,572 | $108,912+17.1% | $100,383+27.1% | $145,959-12.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.04% | 57.96%-45.9pp | 49.26%-37.2pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,078 | $4,423-53.0% | $3,944-47.3% | $4,661-55.4% |
| Participant deferral / active EE | $2,871 | $8,451-66.0% | $8,086-64.5% | $6,689-57.1% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |