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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,209 | $107,944+11.4% | $91,994+30.7% | $152,885-21.4% |
| Participation rate | 83.3% | 81.2%+2.1pp | 78.6%+4.7pp | 82.5%+0.9pp |
| Annual return | 17.32% | 89.26%-71.9pp | 69.03%-51.7pp | 345.39%-328.1pp |
| Employer contribution / active EE | $4,498 | $4,210+6.8% | $3,452+30.3% | $4,763-5.6% |
| Participant deferral / active EE | $8,927 | $6,365+40.2% | $5,923+50.7% | $5,851+52.6% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |