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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,177 | $102,663+21.9% | $86,216+45.2% | $139,466-10.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.25% | 1924.52%-1907.3pp | 1169.42%-1152.2pp | 373.66%-356.4pp |
| Employer contribution / active EE | $1,859 | $3,035-38.8% | $2,382-22.0% | $4,754-60.9% |
| Participant deferral / active EE | $4,757 | $4,677+1.7% | $3,986+19.3% | $6,712-29.1% |
| Admin fee / account holder | $133 | $8,663-98.5% | $6,853-98.1% | $11,409-98.8% |