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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,596 | $114,119+11.8% | $107,187+19.0% | $138,895-8.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.12% | 273.21%-257.1pp | 204.55%-188.4pp | 145.39%-129.3pp |
| Employer contribution / active EE | $8,814 | $4,059+117.2% | $3,782+133.0% | $4,194+110.1% |
| Participant deferral / active EE | $10,827 | $5,538+95.5% | $5,096+112.5% | $6,396+69.3% |
| Admin fee / account holder | $285 | $10,024-97.2% | $9,162-96.9% | $12,562-97.7% |