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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,121 | $112,933-6.0% | $90,970+16.7% | $158,982-33.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.71% | 215.82%-198.1pp | 134.60%-116.9pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,974 | $2,893+2.8% | $2,122+40.2% | $4,763-37.6% |
| Participant deferral / active EE | $3,114 | $4,128-24.6% | $3,373-7.7% | $5,983-48.0% |
| Admin fee / account holder | $118 | $8,047-98.5% | $5,961-98.0% | $11,252-99.0% |