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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,782 | $100,895+35.6% | $90,430+51.3% | $158,950-13.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 12.97% | 1725.54%-1712.6pp | 1293.73%-1280.8pp | 302.91%-289.9pp |
| Employer contribution / active EE | $3,734 | $3,689+1.2% | $3,262+14.5% | $4,762-21.6% |
| Participant deferral / active EE | $5,075 | $4,347+16.7% | $3,963+28.1% | $5,983-15.2% |
| Admin fee / account holder | $1 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |