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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,585 | $85,766+7.9% | $136,298-32.1% | $70,126+32.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.30% | 31.46%-12.2pp | 5156.27%-5137.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $6,441 | $2,966+117.1% | $4,696+37.2% | $2,343+174.9% |
| Participant deferral / active EE | $7,960 | $5,051+57.6% | $6,247+27.4% | $3,332+138.9% |
| Admin fee / account holder | $149 | $5,421-97.2% | $9,244-98.4% | $4,645-96.8% |