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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,253 | $111,535+4.2% | $105,223+10.5% | $137,256-15.3% |
| Participation rate | 92.3% | 78.1%+14.2pp | 75.0%+17.3pp | 80.0%+12.3pp |
| Annual return | 25.04% | 237.85%-212.8pp | 180.65%-155.6pp | 220.34%-195.3pp |
| Employer contribution / active EE | $14,343 | $3,939+264.1% | $3,689+288.9% | $4,156+245.1% |
| Participant deferral / active EE | $10,830 | $5,500+96.9% | $5,072+113.5% | $6,407+69.0% |
| Admin fee / account holder | $127 | $9,721-98.7% | $8,859-98.6% | $12,270-99.0% |