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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,295 | $102,938+24.6% | $94,105+36.3% | $138,895-7.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 21.34% | 250.28%-228.9pp | 204.55%-183.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $8,607 | $2,732+215.0% | $2,504+243.7% | $4,194+105.2% |
| Participant deferral / active EE | $14,601 | $4,196+247.9% | $3,881+276.2% | $6,396+128.3% |
| Admin fee / account holder | $128 | $6,600-98.1% | $6,199-97.9% | $12,562-99.0% |