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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,579 | $112,131+4.9% | $95,964+22.5% | $158,982-26.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 14.77% | 171.19%-156.4pp | 91.64%-76.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $10,364 | $3,199+224.0% | $2,541+307.8% | $4,763+117.6% |
| Participant deferral / active EE | $10,657 | $4,784+122.8% | $4,167+155.8% | $5,983+78.1% |
| Admin fee / account holder | $6 | $10,136-99.9% | $6,797-99.9% | $11,252-99.9% |