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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,657 | $121,677+24.6% | $104,625+45.0% | $158,966-4.6% |
| Participation rate | 90.0% | 77.5%+12.5pp | 74.1%+15.9pp | 82.0%+8.0pp |
| Annual return | 11.02% | 465.58%-454.6pp | 340.60%-329.6pp | 302.95%-291.9pp |
| Employer contribution / active EE | $2,460 | $3,165-22.3% | $2,681-8.2% | $4,762-48.3% |
| Participant deferral / active EE | $7,759 | $4,175+85.8% | $3,738+107.6% | $5,983+29.7% |
| Admin fee / account holder | $45 | $7,777-99.4% | $6,465-99.3% | $11,250-99.6% |