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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,563 | $88,754+16.7% | $81,820+26.6% | $145,877-29.0% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 10.96% | 1031.77%-1020.8pp | 777.93%-767.0pp | 551.28%-540.3pp |
| Employer contribution / active EE | $5,433 | $3,085+76.1% | $2,915+86.4% | $4,663+16.5% |
| Participant deferral / active EE | $5,762 | $4,648+24.0% | $4,323+33.3% | $6,691-13.9% |
| Admin fee / account holder | $4 | $8,424-99.9% | $7,391-99.9% | $13,402-100.0% |