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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,728 | $70,366+26.1% | $66,674+33.1% | $138,895-36.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 17.90% | 386.41%-368.5pp | 321.24%-303.3pp | 145.39%-127.5pp |
| Employer contribution / active EE | $5,675 | $2,765+105.3% | $2,620+116.6% | $4,194+35.3% |
| Participant deferral / active EE | $8,617 | $4,374+97.0% | $4,084+111.0% | $6,396+34.7% |
| Admin fee / account holder | $297 | $5,262-94.4% | $5,098-94.2% | $12,562-97.6% |