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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,817 | $88,815+25.9% | $81,882+36.6% | $145,897-23.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 14.36% | 1033.75%-1019.4pp | 779.47%-765.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $1,961 | $3,086-36.5% | $2,916-32.8% | $4,663-57.9% |
| Participant deferral / active EE | $6,811 | $4,647+46.6% | $4,323+57.5% | $6,689+1.8% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |