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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,764 | $90,614+35.5% | $76,089+61.3% | $145,877-15.8% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.1%+10.9pp | 80.3%-0.3pp |
| Annual return | 12.97% | 623.80%-610.8pp | 360.94%-348.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,262 | $3,324-32.0% | $2,690-15.9% | $4,663-51.5% |
| Participant deferral / active EE | $8,206 | $5,168+58.8% | $4,259+92.7% | $6,691+22.7% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |