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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,133 | $99,921+24.2% | $85,009+46.0% | $145,959-15.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.74% | 83.89%-70.1pp | 66.47%-52.7pp | 561.95%-548.2pp |
| Employer contribution / active EE | $9,680 | $3,233+199.4% | $2,728+254.8% | $4,661+107.7% |
| Participant deferral / active EE | $6,183 | $5,293+16.8% | $4,522+36.8% | $6,689-7.6% |
| Admin fee / account holder | $118 | $7,252-98.4% | $6,153-98.1% | $13,398-99.1% |