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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,135 | $107,363+33.3% | $92,909+54.1% | $152,897-6.4% |
| Participation rate | 91.7% | 79.8%+11.9pp | 76.0%+15.7pp | 82.5%+9.2pp |
| Annual return | 21.89% | 145.63%-123.7pp | 109.44%-87.6pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,859 | $4,222-32.3% | $3,653-21.8% | $4,764-40.0% |
| Participant deferral / active EE | $9,730 | $4,848+100.7% | $4,238+129.6% | $5,851+66.3% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,795-100.0% | $11,599-100.0% |