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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,552 | $209,422-43.4% | $178,503-33.6% | $158,982-25.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.57% | 188.81%-169.2pp | 151.12%-131.5pp | 302.99%-283.4pp |
| Employer contribution / active EE | $1,481 | $5,707-74.0% | $5,011-70.4% | $4,763-68.9% |
| Participant deferral / active EE | $8,040 | $5,955+35.0% | $5,202+54.6% | $5,983+34.4% |
| Admin fee / account holder | $243 | $17,079-98.6% | $13,987-98.3% | $11,252-97.8% |