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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,491 | $217,432-48.3% | $185,851-39.5% | $167,553-32.9% |
| Participation rate | 90.9% | 86.1%+4.9pp | 81.7%+9.2pp | 82.1%+8.8pp |
| Annual return | 18.43% | 148.43%-130.0pp | 122.11%-103.7pp | 478.89%-460.5pp |
| Employer contribution / active EE | $3,177 | $5,874-45.9% | $5,168-38.5% | $4,840-34.4% |
| Participant deferral / active EE | $9,367 | $6,357+47.3% | $5,569+68.2% | $6,343+47.7% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |