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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,705 | $115,810+2.5% | $101,271+17.2% | $158,966-25.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 19.31% | 56.15%-36.8pp | 46.48%-27.2pp | 302.95%-283.6pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,550 | $4,958+52.3% | $4,371+72.7% | $5,983+26.2% |
| Admin fee / account holder | $114 | $7,248-98.4% | $5,948-98.1% | $11,250-99.0% |