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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,534 | $107,363+7.6% | $92,909+24.4% | $152,897-24.4% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.5%+12.5pp |
| Annual return | 12.37% | 145.63%-133.3pp | 109.44%-97.1pp | 345.43%-333.1pp |
| Employer contribution / active EE | $2,268 | $4,222-46.3% | $3,653-37.9% | $4,764-52.4% |
| Participant deferral / active EE | $4,097 | $4,848-15.5% | $4,238-3.3% | $5,851-30.0% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |