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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,157 | $70,366+72.2% | $66,674+81.7% | $138,895-12.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.7%+1.3pp | 79.9%-4.9pp |
| Annual return | 16.50% | 386.41%-369.9pp | 321.24%-304.7pp | 145.39%-128.9pp |
| Employer contribution / active EE | $3,787 | $2,765+36.9% | $2,620+44.5% | $4,194-9.7% |
| Participant deferral / active EE | $7,331 | $4,374+67.6% | $4,084+79.5% | $6,396+14.6% |
| Admin fee / account holder | $25 | $5,262-99.5% | $5,098-99.5% | $12,562-99.8% |