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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,072 | $107,363+9.0% | $92,909+26.0% | $152,897-23.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 32.45% | 145.63%-113.2pp | 109.44%-77.0pp | 345.43%-313.0pp |
| Employer contribution / active EE | $2,462 | $4,222-41.7% | $3,653-32.6% | $4,764-48.3% |
| Participant deferral / active EE | $5,140 | $4,848+6.0% | $4,238+21.3% | $5,851-12.1% |
| Admin fee / account holder | $263 | $7,082-96.3% | $5,795-95.5% | $11,599-97.7% |