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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,860 | $103,000+16.4% | $90,300+32.7% | $152,885-21.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.77% | 95.19%-76.4pp | 78.11%-59.3pp | 345.39%-326.6pp |
| Employer contribution / active EE | $4,034 | $3,138+28.5% | $2,854+41.3% | $4,763-15.3% |
| Participant deferral / active EE | $6,024 | $4,281+40.7% | $3,884+55.1% | $5,851+3.0% |
| Admin fee / account holder | $60 | $6,173-99.0% | $5,353-98.9% | $11,598-99.5% |