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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,148 | $81,696+22.6% | $70,494+42.1% | $158,982-37.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.99% | 208.70%-187.7pp | 109.16%-88.2pp | 302.99%-282.0pp |
| Employer contribution / active EE | $3,337 | $3,220+3.6% | $2,738+21.9% | $4,763-29.9% |
| Participant deferral / active EE | $5,001 | $4,558+9.7% | $3,711+34.8% | $5,983-16.4% |
| Admin fee / account holder | $130 | $6,200-97.9% | $3,848-96.6% | $11,252-98.8% |