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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,148 | $81,643+22.7% | $70,462+42.1% | $158,950-37.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.99% | 208.51%-187.5pp | 109.08%-88.1pp | 302.91%-281.9pp |
| Employer contribution / active EE | $3,337 | $3,218+3.7% | $2,737+21.9% | $4,762-29.9% |
| Participant deferral / active EE | $5,001 | $4,555+9.8% | $3,710+34.8% | $5,983-16.4% |
| Admin fee / account holder | $130 | $6,194-97.9% | $3,845-96.6% | $11,248-98.8% |