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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,756 | $81,664+14.8% | $70,476+33.0% | $158,966-41.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.50% | 208.59%-195.1pp | 109.12%-95.6pp | 302.95%-289.4pp |
| Employer contribution / active EE | $3,963 | $3,219+23.1% | $2,738+44.7% | $4,762-16.8% |
| Participant deferral / active EE | $2,843 | $4,556-37.6% | $3,710-23.4% | $5,983-52.5% |
| Admin fee / account holder | $111 | $6,197-98.2% | $3,847-97.1% | $11,250-99.0% |