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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,932 | $110,410+4.1% | $102,437+12.2% | $145,897-21.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 41.43% | 24.85%+16.6pp | 24.95%+16.5pp | 552.29%-510.9pp |
| Employer contribution / active EE | $9,605 | $4,217+127.8% | $3,871+148.2% | $4,663+106.0% |
| Participant deferral / active EE | $8,126 | $5,622+44.6% | $5,060+60.6% | $6,689+21.5% |
| Admin fee / account holder | $50 | $9,745-99.5% | $8,388-99.4% | $13,390-99.6% |