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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,745 | $107,363+7.8% | $92,909+24.6% | $152,897-24.3% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.5%+3.3pp |
| Annual return | 18.84% | 145.63%-126.8pp | 109.44%-90.6pp | 345.43%-326.6pp |
| Employer contribution / active EE | $3,181 | $4,222-24.7% | $3,653-12.9% | $4,764-33.2% |
| Participant deferral / active EE | $8,381 | $4,848+72.9% | $4,238+97.8% | $5,851+43.2% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |