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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,026 | $63,346+64.2% | $92,240+12.8% | $70,126+48.3% |
| Participation rate | 86.2% | 68.7%+17.5pp | 76.5%+9.7pp | 69.5%+16.7pp |
| Annual return | 17.71% | 530.19%-512.5pp | 176.29%-158.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $1,434 | $2,471-42.0% | $3,680-61.0% | $2,343-38.8% |
| Participant deferral / active EE | $3,770 | $2,854+32.1% | $3,897-3.3% | $3,332+13.1% |
| Admin fee / account holder | $51 | $3,841-98.7% | $5,194-99.0% | $4,645-98.9% |