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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,822 | $112,131+30.9% | $95,964+53.0% | $158,982-7.6% |
| Participation rate | 90.9% | 79.0%+11.9pp | 77.1%+13.8pp | 82.0%+8.9pp |
| Annual return | 14.77% | 171.19%-156.4pp | 91.64%-76.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $1,350 | $3,199-57.8% | $2,541-46.9% | $4,763-71.6% |
| Participant deferral / active EE | $10,502 | $4,784+119.5% | $4,167+152.0% | $5,983+75.5% |
| Admin fee / account holder | $72 | $10,136-99.3% | $6,797-98.9% | $11,252-99.4% |