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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,992 | $105,160-2.1% | $94,679+8.8% | $139,456-26.1% |
| Participation rate | 76.5% | 82.4%-5.9pp | 80.8%-4.4pp | 80.3%-3.9pp |
| Annual return | 23.58% | 38.04%-14.5pp | 156.75%-133.2pp | 373.45%-349.9pp |
| Employer contribution / active EE | $5,629 | $4,107+37.1% | $3,673+53.3% | $4,753+18.4% |
| Participant deferral / active EE | $10,519 | $7,599+38.4% | $7,417+41.8% | $6,711+56.7% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |