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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,904 | $104,937+7.6% | $84,628+33.4% | $152,897-26.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.59% | 373.88%-347.3pp | 258.80%-232.2pp | 345.43%-318.8pp |
| Employer contribution / active EE | $3,767 | $3,303+14.1% | $2,653+42.0% | $4,764-20.9% |
| Participant deferral / active EE | $9,719 | $4,690+107.2% | $3,900+149.2% | $5,851+66.1% |
| Admin fee / account holder | $265 | $6,243-95.7% | $4,914-94.6% | $11,599-97.7% |