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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,215 | $115,814+18.5% | $101,275+35.5% | $158,982-13.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.39% | 56.16%-31.8pp | 46.48%-22.1pp | 302.99%-278.6pp |
| Employer contribution / active EE | $5,949 | $4,176+42.5% | $3,660+62.5% | $4,763+24.9% |
| Participant deferral / active EE | $17,464 | $4,958+252.2% | $4,371+299.6% | $5,983+191.9% |
| Admin fee / account holder | $49 | $7,249-99.3% | $5,948-99.2% | $11,252-99.6% |