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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,193 | $114,119+7.1% | $107,187+14.0% | $138,895-12.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.78% | 273.21%-254.4pp | 204.55%-185.8pp | 145.39%-126.6pp |
| Employer contribution / active EE | $15,101 | $4,059+272.1% | $3,782+299.3% | $4,194+260.1% |
| Participant deferral / active EE | $8,680 | $5,538+56.7% | $5,096+70.3% | $6,396+35.7% |
| Admin fee / account holder | $216 | $10,024-97.8% | $9,162-97.6% | $12,562-98.3% |