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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,367 | $107,368-3.7% | $92,915+11.2% | $152,909-32.4% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 23.49% | 145.64%-122.2pp | 109.45%-86.0pp | 345.46%-322.0pp |
| Employer contribution / active EE | $3,577 | $4,222-15.3% | $3,653-2.1% | $4,764-24.9% |
| Participant deferral / active EE | $7,261 | $4,848+49.8% | $4,238+71.3% | $5,851+24.1% |
| Admin fee / account holder | $15 | $7,082-99.8% | $5,796-99.7% | $11,601-99.9% |