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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,694 | $118,708+8.4% | $98,920+30.1% | $158,966-19.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 14.64% | 372.49%-357.8pp | 196.47%-181.8pp | 302.95%-288.3pp |
| Employer contribution / active EE | $2,452 | $3,334-26.4% | $2,689-8.8% | $4,762-48.5% |
| Participant deferral / active EE | $4,561 | $5,089-10.4% | $4,245+7.4% | $5,983-23.8% |
| Admin fee / account holder | $35 | $10,134-99.7% | $6,643-99.5% | $11,250-99.7% |