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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,926 | $102,422+7.3% | $147,117-25.3% | $80,959+35.8% |
| Participation rate | 77.9% | 75.9%+2.1pp | 82.2%-4.2pp | 67.7%+10.3pp |
| Annual return | 13.10% | 135.16%-122.1pp | 420.54%-407.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $4,066 | $3,717+9.4% | $4,932-17.6% | $2,757+47.5% |
| Participant deferral / active EE | $3,967 | $6,652-40.4% | $8,065-50.8% | $4,300-7.8% |
| Admin fee / account holder | $7 | $7,953-99.9% | $12,993-99.9% | $6,925-99.9% |