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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,635 | $109,372+4.8% | $89,414+28.2% | $158,966-27.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 7.57% | 345.55%-338.0pp | 245.50%-237.9pp | 302.95%-295.4pp |
| Employer contribution / active EE | $1,369 | $3,171-56.8% | $2,586-47.1% | $4,762-71.3% |
| Participant deferral / active EE | $6,604 | $4,598+43.6% | $3,890+69.8% | $5,983+10.4% |
| Admin fee / account holder | $20 | $6,156-99.7% | $4,883-99.6% | $11,250-99.8% |