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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,202 | $72,071+77.9% | $68,368+87.5% | $137,256-6.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 18.30% | 353.14%-334.8pp | 292.57%-274.3pp | 220.34%-202.0pp |
| Employer contribution / active EE | $12,449 | $2,788+346.5% | $2,649+370.0% | $4,156+199.5% |
| Participant deferral / active EE | $8,674 | $4,410+96.7% | $4,123+110.4% | $6,407+35.4% |
| Admin fee / account holder | $258 | $5,336-95.2% | $5,150-95.0% | $12,270-97.9% |