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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,048 | $196,972-53.8% | $182,262-50.0% | $198,609-54.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.78% | 158.27%-134.5pp | 140.60%-116.8pp | 202.70%-178.9pp |
| Employer contribution / active EE | $11,176 | $5,364+108.4% | $5,046+121.5% | $5,055+121.1% |
| Participant deferral / active EE | $17,444 | $8,643+101.8% | $8,276+110.8% | $6,977+150.0% |
| Admin fee / account holder | $116 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |