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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,387 | $81,664+37.6% | $70,476+59.5% | $158,966-29.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 10.63% | 208.59%-198.0pp | 109.12%-98.5pp | 302.95%-292.3pp |
| Employer contribution / active EE | $2,793 | $3,219-13.2% | $2,738+2.0% | $4,762-41.4% |
| Participant deferral / active EE | $14,941 | $4,556+227.9% | $3,710+302.7% | $5,983+149.7% |
| Admin fee / account holder | $60 | $6,197-99.0% | $3,847-98.4% | $11,250-99.5% |