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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,104 | $100,911+4.2% | $90,440+16.2% | $158,966-33.9% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.7%+1.0pp | 82.0%-8.3pp |
| Annual return | 19.88% | 1726.62%-1706.7pp | 1294.38%-1274.5pp | 302.95%-283.1pp |
| Employer contribution / active EE | $869 | $3,690-76.4% | $3,263-73.4% | $4,762-81.8% |
| Participant deferral / active EE | $4,195 | $4,348-3.5% | $3,964+5.8% | $5,983-29.9% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |