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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,211 | $72,071+30.7% | $68,368+37.8% | $137,256-31.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 14.48% | 353.14%-338.7pp | 292.57%-278.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,653 | $2,788+31.0% | $2,649+37.9% | $4,156-12.1% |
| Participant deferral / active EE | $4,708 | $4,410+6.8% | $4,123+14.2% | $6,407-26.5% |
| Admin fee / account holder | $5 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |