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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,900 | $100,938+6.9% | $90,461+19.3% | $158,982-32.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 20.90% | 1727.20%-1706.3pp | 1294.76%-1273.9pp | 302.99%-282.1pp |
| Employer contribution / active EE | $5,068 | $3,691+37.3% | $3,264+55.3% | $4,763+6.4% |
| Participant deferral / active EE | $0 | $4,350-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |