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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,943 | $102,385+38.6% | $147,080-3.5% | $80,935+75.4% |
| Participation rate | 92.9% | 75.9%+17.0pp | 82.2%+10.7pp | 67.7%+25.2pp |
| Annual return | 14.01% | 135.09%-121.1pp | 420.17%-406.2pp | 35.66%-21.6pp |
| Employer contribution / active EE | $7,812 | $3,717+110.2% | $4,933+58.4% | $2,757+183.4% |
| Participant deferral / active EE | $10,942 | $6,651+64.5% | $8,066+35.6% | $4,299+154.5% |
| Admin fee / account holder | $275 | $7,951-96.5% | $12,989-97.9% | $6,924-96.0% |