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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,099 | $121,677-1.3% | $104,625+14.8% | $158,966-24.4% |
| Participation rate | 85.7% | 77.5%+8.2pp | 74.1%+11.6pp | 82.0%+3.8pp |
| Annual return | 18.64% | 465.58%-446.9pp | 340.60%-322.0pp | 302.95%-284.3pp |
| Employer contribution / active EE | $2,482 | $3,165-21.6% | $2,681-7.4% | $4,762-47.9% |
| Participant deferral / active EE | $12,976 | $4,175+210.8% | $3,738+247.2% | $5,983+116.9% |
| Admin fee / account holder | $9 | $7,777-99.9% | $6,465-99.9% | $11,250-99.9% |