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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,060 | $129,737+5.6% | $119,126+15.1% | $154,746-11.4% |
| Participation rate | 92.3% | 78.9%+13.5pp | 75.8%+16.5pp | 80.7%+11.6pp |
| Annual return | 18.51% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $13,194 | $4,375+201.6% | $4,034+227.1% | $4,379+201.3% |
| Participant deferral / active EE | $2,524 | $5,842-56.8% | $5,318-52.5% | $6,730-62.5% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |