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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,456 | $97,125+25.1% | $86,233+40.8% | $137,256-11.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 41.88% | 74.19%-32.3pp | 61.39%-19.5pp | 220.34%-178.5pp |
| Employer contribution / active EE | $5,000 | $2,841+76.0% | $2,504+99.7% | $4,156+20.3% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $106 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |