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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,435 | $115,796+29.0% | $101,264+47.6% | $158,950-6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.31% | 56.15%-43.8pp | 46.48%-34.2pp | 302.91%-290.6pp |
| Employer contribution / active EE | $3,035 | $4,175-27.3% | $3,660-17.1% | $4,762-36.3% |
| Participant deferral / active EE | $9,444 | $4,958+90.5% | $4,370+116.1% | $5,983+57.8% |
| Admin fee / account holder | $66 | $7,247-99.1% | $5,947-98.9% | $11,248-99.4% |