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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,425 | $81,696+57.2% | $70,494+82.2% | $158,982-19.2% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 15.50% | 208.70%-193.2pp | 109.16%-93.7pp | 302.99%-287.5pp |
| Employer contribution / active EE | $2,078 | $3,220-35.5% | $2,738-24.1% | $4,763-56.4% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $127 | $6,200-98.0% | $3,848-96.7% | $11,252-98.9% |