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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,407 | $111,535+6.2% | $105,223+12.5% | $137,256-13.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.03% | 237.85%-221.8pp | 180.65%-164.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $3,484 | $3,939-11.6% | $3,689-5.5% | $4,156-16.2% |
| Participant deferral / active EE | $17,625 | $5,500+220.5% | $5,072+247.5% | $6,407+175.1% |
| Admin fee / account holder | $30 | $9,721-99.7% | $8,859-99.7% | $12,270-99.8% |