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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,536 | $107,363-11.9% | $92,909+1.8% | $152,897-38.2% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.5%-0.1pp |
| Annual return | 22.14% | 145.63%-123.5pp | 109.44%-87.3pp | 345.43%-323.3pp |
| Employer contribution / active EE | $1,054 | $4,222-75.0% | $3,653-71.2% | $4,764-77.9% |
| Participant deferral / active EE | $4,695 | $4,848-3.2% | $4,238+10.8% | $5,851-19.8% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |