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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,106 | $209,888-42.3% | $189,545-36.1% | $167,553-27.7% |
| Participation rate | 83.3% | 88.7%-5.3pp | 87.8%-4.5pp | 82.1%+1.2pp |
| Annual return | 11.50% | 748.66%-737.2pp | 555.36%-543.9pp | 478.89%-467.4pp |
| Employer contribution / active EE | $5,210 | $6,915-24.7% | $6,162-15.5% | $4,840+7.7% |
| Participant deferral / active EE | $7,487 | $8,934-16.2% | $8,220-8.9% | $6,343+18.0% |
| Admin fee / account holder | $177 | $14,300-98.8% | $12,049-98.5% | $12,316-98.6% |