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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,032 | $109,372-6.7% | $89,414+14.1% | $158,966-35.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 19.95% | 345.55%-325.6pp | 245.50%-225.6pp | 302.95%-283.0pp |
| Employer contribution / active EE | $4,078 | $3,171+28.6% | $2,586+57.7% | $4,762-14.4% |
| Participant deferral / active EE | $13,637 | $4,598+196.6% | $3,890+250.6% | $5,983+127.9% |
| Admin fee / account holder | $87 | $6,156-98.6% | $4,883-98.2% | $11,250-99.2% |