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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,235 | $100,911+14.2% | $90,440+27.4% | $158,966-27.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.53% | 1726.62%-1714.1pp | 1294.38%-1281.9pp | 302.95%-290.4pp |
| Employer contribution / active EE | $6,018 | $3,690+63.1% | $3,263+84.4% | $4,762+26.4% |
| Participant deferral / active EE | $5,451 | $4,348+25.3% | $3,964+37.5% | $5,983-8.9% |
| Admin fee / account holder | $242 | $6,507-96.3% | $5,615-95.7% | $11,250-97.8% |