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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,198 | $72,071+44.6% | $68,368+52.4% | $137,256-24.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.87% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,467 | $2,788+24.4% | $2,649+30.9% | $4,156-16.6% |
| Participant deferral / active EE | $10,042 | $4,410+127.7% | $4,123+143.6% | $6,407+56.7% |
| Admin fee / account holder | $262 | $5,336-95.1% | $5,150-94.9% | $12,270-97.9% |