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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,430 | $111,535+8.0% | $105,223+14.5% | $137,256-12.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.87% | 237.85%-221.0pp | 180.65%-163.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $12,484 | $3,939+216.9% | $3,689+238.5% | $4,156+200.4% |
| Participant deferral / active EE | $10,682 | $5,500+94.2% | $5,072+110.6% | $6,407+66.7% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |