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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,460 | $115,814+10.1% | $101,275+25.9% | $158,982-19.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 40.08% | 56.16%-16.1pp | 46.48%-6.4pp | 302.99%-262.9pp |
| Employer contribution / active EE | $960 | $4,176-77.0% | $3,660-73.8% | $4,763-79.8% |
| Participant deferral / active EE | $6,767 | $4,958+36.5% | $4,371+54.8% | $5,983+13.1% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |