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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,295 | $126,113+1.7% | $116,096+10.5% | $155,188-17.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 21.34% | 391.72%-370.4pp | 326.25%-304.9pp | 148.84%-127.5pp |
| Employer contribution / active EE | $8,607 | $2,672+222.2% | $2,503+243.8% | $4,248+102.6% |
| Participant deferral / active EE | $14,601 | $4,162+250.8% | $3,952+269.5% | $6,531+123.6% |
| Admin fee / account holder | $128 | $8,045-98.4% | $7,704-98.3% | $14,480-99.1% |