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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,888 | $112,112+19.4% | $95,956+39.5% | $158,950-15.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.27% | 171.15%-155.9pp | 91.63%-76.4pp | 302.91%-287.6pp |
| Employer contribution / active EE | $2,550 | $3,199-20.3% | $2,541+0.4% | $4,762-46.4% |
| Participant deferral / active EE | $5,476 | $4,784+14.5% | $4,167+31.4% | $5,983-8.5% |
| Admin fee / account holder | $59 | $10,134-99.4% | $6,797-99.1% | $11,248-99.5% |