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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,836 | $112,121+0.6% | $95,960+17.6% | $158,966-29.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.98% | 171.16%-155.2pp | 91.63%-75.7pp | 302.95%-287.0pp |
| Employer contribution / active EE | $3,344 | $3,199+4.5% | $2,541+31.6% | $4,762-29.8% |
| Participant deferral / active EE | $9,325 | $4,784+94.9% | $4,167+123.8% | $5,983+55.9% |
| Admin fee / account holder | $17 | $10,135-99.8% | $6,797-99.7% | $11,250-99.8% |