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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,062 | $104,937-0.8% | $84,628+23.0% | $152,897-31.9% |
| Participation rate | 80.0% | 74.8%+5.2pp | 68.2%+11.8pp | 82.5%-2.5pp |
| Annual return | 22.57% | 373.88%-351.3pp | 258.80%-236.2pp | 345.43%-322.9pp |
| Employer contribution / active EE | $4,356 | $3,303+31.9% | $2,653+64.2% | $4,764-8.6% |
| Participant deferral / active EE | $6,311 | $4,690+34.6% | $3,900+61.8% | $5,851+7.9% |
| Admin fee / account holder | $0 | $6,243-100.0% | $4,914-100.0% | $11,599-100.0% |