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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,541 | $118,708+8.3% | $98,920+29.9% | $158,982-19.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 76.0%-1.0pp | 82.0%-7.0pp |
| Annual return | 24.11% | 372.49%-348.4pp | 196.47%-172.4pp | 302.99%-278.9pp |
| Employer contribution / active EE | $2,153 | $3,334-35.4% | $2,689-19.9% | $4,763-54.8% |
| Participant deferral / active EE | $8,297 | $5,089+63.0% | $4,245+95.4% | $5,983+38.7% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |