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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,488 | $121,677+17.1% | $104,625+36.2% | $158,966-10.4% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 20.89% | 465.58%-444.7pp | 340.60%-319.7pp | 302.95%-282.1pp |
| Employer contribution / active EE | $1,415 | $3,165-55.3% | $2,681-47.2% | $4,762-70.3% |
| Participant deferral / active EE | $9,234 | $4,175+121.2% | $3,738+147.1% | $5,983+54.3% |
| Admin fee / account holder | $19 | $7,777-99.8% | $6,465-99.7% | $11,250-99.8% |