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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,925 | $109,411+10.5% | $89,435+35.2% | $158,982-23.9% |
| Participation rate | 90.0% | 74.3%+15.7pp | 68.0%+22.0pp | 82.0%+8.0pp |
| Annual return | 10.90% | 345.68%-334.8pp | 245.55%-234.7pp | 302.99%-292.1pp |
| Employer contribution / active EE | $2,204 | $3,173-30.5% | $2,587-14.8% | $4,763-53.7% |
| Participant deferral / active EE | $2,780 | $4,600-39.6% | $3,890-28.6% | $5,983-53.5% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |