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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,792 | $107,353+41.4% | $92,903+63.4% | $152,885-0.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.40% | 145.62%-122.2pp | 109.43%-86.0pp | 345.39%-322.0pp |
| Employer contribution / active EE | $2,838 | $4,222-32.8% | $3,653-22.3% | $4,763-40.4% |
| Participant deferral / active EE | $6,185 | $4,848+27.6% | $4,238+45.9% | $5,851+5.7% |
| Admin fee / account holder | $0 | $7,081-100.0% | $5,795-100.0% | $11,598-100.0% |