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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,630 | $67,823+98.5% | $52,425+156.8% | $137,256-1.9% |
| Participation rate | 88.9% | 63.9%+25.0pp | 55.6%+33.3pp | 80.0%+8.9pp |
| Annual return | 15.74% | 219.11%-203.4pp | 302.12%-286.4pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,533 | $1,163+31.8% | $914+67.7% | $4,156-63.1% |
| Participant deferral / active EE | $4,029 | $2,288+76.1% | $1,790+125.0% | $6,407-37.1% |
| Admin fee / account holder | $135 | $2,844-95.3% | $2,495-94.6% | $12,270-98.9% |