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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,744 | $112,121+22.9% | $95,960+43.5% | $158,966-13.3% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 17.65% | 171.16%-153.5pp | 91.63%-74.0pp | 302.95%-285.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,903 | $4,784+44.3% | $4,167+65.7% | $5,983+15.4% |
| Admin fee / account holder | $10 | $10,135-99.9% | $6,797-99.9% | $11,250-99.9% |