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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,316 | $111,535+33.9% | $105,223+41.9% | $137,256+8.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.22% | 237.85%-222.6pp | 180.65%-165.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $8,879 | $3,939+125.4% | $3,689+140.7% | $4,156+113.6% |
| Participant deferral / active EE | $6,186 | $5,500+12.5% | $5,072+22.0% | $6,407-3.5% |
| Admin fee / account holder | $231 | $9,721-97.6% | $8,859-97.4% | $12,270-98.1% |