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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,409 | $107,368+1.9% | $92,915+17.8% | $152,909-28.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 76.0%+14.0pp | 82.5%+7.5pp |
| Annual return | 21.99% | 145.64%-123.7pp | 109.45%-87.5pp | 345.46%-323.5pp |
| Employer contribution / active EE | $2,154 | $4,222-49.0% | $3,653-41.1% | $4,764-54.8% |
| Participant deferral / active EE | $5,953 | $4,848+22.8% | $4,238+40.5% | $5,851+1.7% |
| Admin fee / account holder | $2 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |