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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,933 | $88,754+56.5% | $81,820+69.8% | $145,877-4.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.11% | 1031.77%-1019.7pp | 777.93%-765.8pp | 551.28%-539.2pp |
| Employer contribution / active EE | $3,983 | $3,085+29.1% | $2,915+36.6% | $4,663-14.6% |
| Participant deferral / active EE | $5,083 | $4,648+9.4% | $4,323+17.6% | $6,691-24.0% |
| Admin fee / account holder | $280 | $8,424-96.7% | $7,391-96.2% | $13,402-97.9% |