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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,314 | $111,535+2.5% | $105,223+8.6% | $137,256-16.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 13.99% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,429 | $5,500-55.8% | $5,072-52.1% | $6,407-62.1% |
| Admin fee / account holder | $51 | $9,721-99.5% | $8,859-99.4% | $12,270-99.6% |