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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,756 | $81,696+14.8% | $70,494+33.0% | $158,982-41.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.50% | 208.70%-195.2pp | 109.16%-95.7pp | 302.99%-289.5pp |
| Employer contribution / active EE | $3,963 | $3,220+23.1% | $2,738+44.7% | $4,763-16.8% |
| Participant deferral / active EE | $2,843 | $4,558-37.6% | $3,711-23.4% | $5,983-52.5% |
| Admin fee / account holder | $111 | $6,200-98.2% | $3,848-97.1% | $11,252-99.0% |