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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,032 | $111,830+12.7% | $93,696+34.5% | $145,884-13.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.32% | 204.08%-193.8pp | 133.74%-123.4pp | 551.85%-541.5pp |
| Employer contribution / active EE | $4,015 | $3,093+29.8% | $2,422+65.8% | $4,662-13.9% |
| Participant deferral / active EE | $10,277 | $4,920+108.9% | $4,417+132.7% | $6,690+53.6% |
| Admin fee / account holder | $273 | $10,249-97.3% | $8,287-96.7% | $13,392-98.0% |