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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,316 | $129,737+15.1% | $119,126+25.3% | $154,746-3.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.22% | 379.08%-363.9pp | 282.11%-266.9pp | 172.34%-157.1pp |
| Employer contribution / active EE | $8,879 | $4,375+103.0% | $4,034+120.1% | $4,379+102.8% |
| Participant deferral / active EE | $6,186 | $5,842+5.9% | $5,318+16.3% | $6,730-8.1% |
| Admin fee / account holder | $231 | $11,961-98.1% | $10,693-97.8% | $14,365-98.4% |