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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,032 | $112,131+40.0% | $95,964+63.6% | $158,982-1.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.67% | 171.19%-159.5pp | 91.64%-80.0pp | 302.99%-291.3pp |
| Employer contribution / active EE | $3,010 | $3,199-5.9% | $2,541+18.4% | $4,763-36.8% |
| Participant deferral / active EE | $9,889 | $4,784+106.7% | $4,167+137.3% | $5,983+65.3% |
| Admin fee / account holder | $193 | $10,136-98.1% | $6,797-97.2% | $11,252-98.3% |