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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,915 | $118,680+24.6% | $98,910+49.5% | $158,931-6.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 6.88% | 372.35%-365.5pp | 196.44%-189.6pp | 302.86%-296.0pp |
| Employer contribution / active EE | $2,338 | $3,333-29.9% | $2,689-13.1% | $4,761-50.9% |
| Participant deferral / active EE | $5,408 | $5,088+6.3% | $4,244+27.4% | $5,982-9.6% |
| Admin fee / account holder | $140 | $10,131-98.6% | $6,642-97.9% | $11,247-98.8% |