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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,461 | $110,093-4.2% | $97,295+8.4% | $145,897-27.7% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.1pp | 80.3%+5.4pp |
| Annual return | 13.41% | 244.76%-231.3pp | 75.62%-62.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $2,438 | $3,077-20.8% | $2,723-10.5% | $4,663-47.7% |
| Participant deferral / active EE | $6,210 | $4,678+32.8% | $4,264+45.7% | $6,689-7.2% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |