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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,134 | $70,366+35.2% | $66,674+42.7% | $138,895-31.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.7%+13.8pp | 79.9%+7.6pp |
| Annual return | 14.55% | 386.41%-371.9pp | 321.24%-306.7pp | 145.39%-130.8pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,963 | $4,374+59.2% | $4,084+70.5% | $6,396+8.9% |
| Admin fee / account holder | $100 | $5,262-98.1% | $5,098-98.0% | $12,562-99.2% |