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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,504 | $108,922+13.4% | $100,398+23.0% | $145,978-15.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.77% | 58.04%-45.3pp | 49.32%-36.6pp | 550.52%-537.7pp |
| Employer contribution / active EE | $8,061 | $4,426+82.1% | $3,946+104.3% | $4,662+72.9% |
| Participant deferral / active EE | $6,753 | $8,450-20.1% | $8,084-16.5% | $6,690+0.9% |
| Admin fee / account holder | $21 | $9,680-99.8% | $7,893-99.7% | $13,400-99.8% |