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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,016 | $115,814+4.5% | $101,275+19.5% | $158,982-23.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.54% | 56.16%-38.6pp | 46.48%-28.9pp | 302.99%-285.5pp |
| Employer contribution / active EE | $3,345 | $4,176-19.9% | $3,660-8.6% | $4,763-29.8% |
| Participant deferral / active EE | $4,595 | $4,958-7.3% | $4,371+5.1% | $5,983-23.2% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |