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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,628 | $101,618+9.9% | $93,063+19.9% | $137,256-18.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 11.00% | 223.95%-213.0pp | 34.15%-23.2pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,493 | $2,707+29.0% | $2,476+41.1% | $4,156-15.9% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $178 | $6,198-97.1% | $6,033-97.0% | $12,270-98.5% |