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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,984 | $107,368+17.3% | $92,915+35.6% | $152,909-17.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 15.11% | 145.64%-130.5pp | 109.45%-94.3pp | 345.46%-330.4pp |
| Employer contribution / active EE | $2,142 | $4,222-49.3% | $3,653-41.4% | $4,764-55.0% |
| Participant deferral / active EE | $8,083 | $4,848+66.7% | $4,238+90.7% | $5,851+38.1% |
| Admin fee / account holder | $212 | $7,082-97.0% | $5,796-96.3% | $11,601-98.2% |