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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,128 | $102,385+7.6% | $147,080-25.1% | $80,935+36.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 14.74% | 135.09%-120.4pp | 420.17%-405.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $4,083 | $3,717+9.9% | $4,933-17.2% | $2,757+48.1% |
| Participant deferral / active EE | $7,385 | $6,651+11.0% | $8,066-8.4% | $4,299+71.8% |
| Admin fee / account holder | $221 | $7,951-97.2% | $12,989-98.3% | $6,924-96.8% |