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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,230 | $112,099+9.0% | $95,954+27.4% | $158,931-23.1% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 82.73% | 171.12%-88.4pp | 91.62%-8.9pp | 302.86%-220.1pp |
| Employer contribution / active EE | $2,453 | $3,198-23.3% | $2,541-3.5% | $4,761-48.5% |
| Participant deferral / active EE | $4,207 | $4,784-12.1% | $4,167+1.0% | $5,982-29.7% |
| Admin fee / account holder | $18 | $10,132-99.8% | $6,796-99.7% | $11,247-99.8% |