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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,355 | $107,363+37.2% | $92,909+58.6% | $152,897-3.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.52% | 145.63%-122.1pp | 109.44%-85.9pp | 345.43%-321.9pp |
| Employer contribution / active EE | $3,681 | $4,222-12.8% | $3,653+0.7% | $4,764-22.7% |
| Participant deferral / active EE | $8,762 | $4,848+80.7% | $4,238+106.8% | $5,851+49.8% |
| Admin fee / account holder | $227 | $7,082-96.8% | $5,795-96.1% | $11,599-98.0% |