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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,129 | $112,915-5.1% | $90,965+17.8% | $158,950-32.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.90% | 215.75%-200.9pp | 134.57%-119.7pp | 302.91%-288.0pp |
| Employer contribution / active EE | $3,198 | $2,894+10.5% | $2,122+50.7% | $4,762-32.8% |
| Participant deferral / active EE | $10,400 | $4,128+151.9% | $3,373+208.3% | $5,983+73.8% |
| Admin fee / account holder | $0 | $8,044-100.0% | $5,960-100.0% | $11,248-100.0% |