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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,739 | $102,595+15.7% | $94,057+26.2% | $154,746-23.3% |
| Participation rate | 92.9% | 76.0%+16.9pp | 73.3%+19.5pp | 80.7%+12.2pp |
| Annual return | 17.82% | 583.42%-565.6pp | 480.62%-462.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $2,578 | $3,147-18.1% | $2,933-12.1% | $4,379-41.1% |
| Participant deferral / active EE | $6,862 | $5,118+34.1% | $4,709+45.7% | $6,730+2.0% |
| Admin fee / account holder | $133 | $7,736-98.3% | $7,244-98.2% | $14,365-99.1% |