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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,505 | $112,933+7.6% | $90,970+33.6% | $158,982-23.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.66% | 215.82%-201.2pp | 134.60%-119.9pp | 302.99%-288.3pp |
| Employer contribution / active EE | $986 | $2,893-65.9% | $2,122-53.5% | $4,763-79.3% |
| Participant deferral / active EE | $3,676 | $4,128-11.0% | $3,373+9.0% | $5,983-38.6% |
| Admin fee / account holder | $0 | $8,047-100.0% | $5,961-100.0% | $11,252-100.0% |