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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,614 | $115,814+13.6% | $101,275+30.0% | $158,982-17.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.69% | 56.16%-38.5pp | 46.48%-28.8pp | 302.99%-285.3pp |
| Employer contribution / active EE | $5,046 | $4,176+20.8% | $3,660+37.9% | $4,763+5.9% |
| Participant deferral / active EE | $11,928 | $4,958+140.6% | $4,371+172.9% | $5,983+99.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |