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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,233 | $72,071+26.6% | $68,368+33.4% | $137,256-33.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.24% | 353.14%-339.9pp | 292.57%-279.3pp | 220.34%-207.1pp |
| Employer contribution / active EE | $2,998 | $2,788+7.5% | $2,649+13.2% | $4,156-27.9% |
| Participant deferral / active EE | $3,052 | $4,410-30.8% | $4,123-26.0% | $6,407-52.4% |
| Admin fee / account holder | $199 | $5,336-96.3% | $5,150-96.1% | $12,270-98.4% |