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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,488 | $121,656+17.1% | $104,614+36.2% | $158,950-10.4% |
| Participation rate | 83.3% | 77.5%+5.8pp | 74.1%+9.3pp | 82.0%+1.4pp |
| Annual return | 20.89% | 465.51%-444.6pp | 340.56%-319.7pp | 302.91%-282.0pp |
| Employer contribution / active EE | $1,415 | $3,164-55.3% | $2,681-47.2% | $4,762-70.3% |
| Participant deferral / active EE | $9,234 | $4,177+121.0% | $3,739+147.0% | $5,983+54.3% |
| Admin fee / account holder | $19 | $7,775-99.8% | $6,464-99.7% | $11,248-99.8% |