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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,454 | $105,200+5.9% | $159,474-30.1% | $85,847+29.8% |
| Participation rate | 89.7% | 75.8%+13.9pp | 82.8%+6.8pp | 69.3%+20.3pp |
| Annual return | 13.54% | 45.08%-31.5pp | 263.68%-250.1pp | 318.61%-305.1pp |
| Employer contribution / active EE | $1,573 | $3,319-52.6% | $4,831-67.4% | $2,565-38.7% |
| Participant deferral / active EE | $6,290 | $5,946+5.8% | $7,353-14.5% | $3,952+59.2% |
| Admin fee / account holder | $0 | $6,934-100.0% | $10,802-100.0% | $6,261-100.0% |