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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,767 | $81,664+89.5% | $70,476+119.6% | $158,966-2.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 18.64% | 208.59%-190.0pp | 109.12%-90.5pp | 302.95%-284.3pp |
| Employer contribution / active EE | $8,459 | $3,219+162.8% | $2,738+209.0% | $4,762+77.6% |
| Participant deferral / active EE | $3,121 | $4,556-31.5% | $3,710-15.9% | $5,983-47.8% |
| Admin fee / account holder | $194 | $6,197-96.9% | $3,847-95.0% | $11,250-98.3% |