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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,428 | $111,535+19.6% | $105,223+26.8% | $137,256-2.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.17% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $10,630 | $3,939+169.8% | $3,689+188.2% | $4,156+155.8% |
| Participant deferral / active EE | $2,346 | $5,500-57.4% | $5,072-53.7% | $6,407-63.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |