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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,321 | $107,941-4.3% | $91,994+12.3% | $152,897-32.4% |
| Participation rate | 85.7% | 81.2%+4.5pp | 78.6%+7.1pp | 82.5%+3.3pp |
| Annual return | 19.63% | 89.28%-69.7pp | 69.04%-49.4pp | 345.43%-325.8pp |
| Employer contribution / active EE | $2,240 | $4,212-46.8% | $3,453-35.1% | $4,764-53.0% |
| Participant deferral / active EE | $7,238 | $6,366+13.7% | $5,924+22.2% | $5,851+23.7% |
| Admin fee / account holder | $19 | $10,521-99.8% | $7,744-99.8% | $11,599-99.8% |