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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,862 | $112,935+9.7% | $90,970+36.2% | $158,966-22.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.52% | 215.79%-203.3pp | 134.58%-122.1pp | 302.95%-290.4pp |
| Employer contribution / active EE | $4,875 | $2,895+68.4% | $2,122+129.7% | $4,762+2.4% |
| Participant deferral / active EE | $7,910 | $4,129+91.6% | $3,373+134.5% | $5,983+32.2% |
| Admin fee / account holder | $13 | $8,045-99.8% | $5,960-99.8% | $11,250-99.9% |