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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,024 | $168,635+18.6% | $147,617+35.5% | $125,389+59.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.67% | 77.65%-79.3pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $3,399 | $6,252-45.6% | $5,564-38.9% | $4,866-30.1% |
| Participant deferral / active EE | $6,078 | $5,507+10.4% | $4,895+24.2% | $5,352+13.6% |
| Admin fee / account holder | $144 | $13,580-98.9% | $11,612-98.8% | $9,541-98.5% |