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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,525 | $150,412+13.4% | $120,574+41.4% | $145,884+16.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.38% | 154.50%-142.1pp | 107.42%-95.0pp | 551.85%-539.5pp |
| Employer contribution / active EE | $2,734 | $4,355-37.2% | $3,471-21.2% | $4,662-41.4% |
| Participant deferral / active EE | $6,565 | $6,175+6.3% | $4,996+31.4% | $6,690-1.9% |
| Admin fee / account holder | $226 | $12,224-98.2% | $9,445-97.6% | $13,392-98.3% |