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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,817 | $88,754+26.0% | $81,820+36.7% | $145,877-23.3% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 14.36% | 1031.77%-1017.4pp | 777.93%-763.6pp | 551.28%-536.9pp |
| Employer contribution / active EE | $1,961 | $3,085-36.4% | $2,915-32.7% | $4,663-57.9% |
| Participant deferral / active EE | $6,811 | $4,648+46.5% | $4,323+57.6% | $6,691+1.8% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |