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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,414 | $99,079+34.7% | $78,002+71.0% | $273,972-51.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.65% | 217.93%-210.3pp | 425.99%-418.3pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,455 | $3,308+4.5% | $2,470+39.9% | $4,869-29.0% |
| Participant deferral / active EE | $10,183 | $4,306+136.5% | $3,497+191.2% | $5,287+92.6% |
| Admin fee / account holder | -$153 | $8,954-101.7% | $5,481-102.8% | $10,133-101.5% |