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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,717 | $115,814+2.5% | $101,275+17.2% | $158,982-25.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 38.16% | 56.16%-18.0pp | 46.48%-8.3pp | 302.99%-264.8pp |
| Employer contribution / active EE | $6,882 | $4,176+64.8% | $3,660+88.0% | $4,763+44.5% |
| Participant deferral / active EE | $7,650 | $4,958+54.3% | $4,371+75.0% | $5,983+27.9% |
| Admin fee / account holder | $20 | $7,249-99.7% | $5,948-99.7% | $11,252-99.8% |