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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,900 | $100,868+7.0% | $90,414+19.3% | $158,931-32.1% |
| Participation rate | 71.4% | 75.0%-3.6pp | 72.7%-1.3pp | 82.0%-10.5pp |
| Annual return | 20.90% | 1724.58%-1703.7pp | 1293.19%-1272.3pp | 302.86%-282.0pp |
| Employer contribution / active EE | $5,068 | $3,689+37.4% | $3,262+55.3% | $4,761+6.4% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,963-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,611-100.0% | $11,247-100.0% |