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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,160 | $121,677+38.2% | $104,625+60.7% | $158,966+5.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 4.95% | 465.58%-460.6pp | 340.60%-335.6pp | 302.95%-298.0pp |
| Employer contribution / active EE | $2,312 | $3,165-26.9% | $2,681-13.8% | $4,762-51.4% |
| Participant deferral / active EE | $4,880 | $4,175+16.9% | $3,738+30.6% | $5,983-18.4% |
| Admin fee / account holder | $181 | $7,777-97.7% | $6,465-97.2% | $11,250-98.4% |