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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,058 | $103,038+10.7% | $90,324+26.3% | $152,909-25.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.5%-2.5pp |
| Annual return | 22.16% | 95.25%-73.1pp | 78.15%-56.0pp | 345.46%-323.3pp |
| Employer contribution / active EE | $5,980 | $3,141+90.4% | $2,856+109.4% | $4,764+25.5% |
| Participant deferral / active EE | $6,330 | $4,282+47.8% | $3,885+62.9% | $5,851+8.2% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |