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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,389 | $125,190+28.9% | $105,624+52.8% | $145,897+10.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 9.20% | 225.22%-216.0pp | 116.20%-107.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,106 | $3,720-43.4% | $3,168-33.5% | $4,663-54.8% |
| Participant deferral / active EE | $11,120 | $5,716+94.5% | $5,013+121.8% | $6,689+66.2% |
| Admin fee / account holder | $68 | $17,138-99.6% | $10,961-99.4% | $13,390-99.5% |