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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,690 | $105,200+11.9% | $159,474-26.2% | $85,847+37.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.12% | 45.08%-28.0pp | 263.68%-246.6pp | 318.61%-301.5pp |
| Employer contribution / active EE | $7,185 | $3,319+116.5% | $4,831+48.7% | $2,565+180.1% |
| Participant deferral / active EE | $5,380 | $5,946-9.5% | $7,353-26.8% | $3,952+36.1% |
| Admin fee / account holder | $260 | $6,934-96.3% | $10,802-97.6% | $6,261-95.8% |