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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,746 | $68,097+75.8% | $62,929+90.3% | $137,256-12.8% |
| Participation rate | 70.0% | 77.4%-7.4pp | 73.1%-3.1pp | 80.0%-10.0pp |
| Annual return | 18.31% | 1859.11%-1840.8pp | 1063.93%-1045.6pp | 220.34%-202.0pp |
| Employer contribution / active EE | $7,477 | $2,811+166.0% | $2,505+198.5% | $4,156+79.9% |
| Participant deferral / active EE | $4,931 | $4,553+8.3% | $3,888+26.8% | $6,407-23.0% |
| Admin fee / account holder | $160 | $6,521-97.6% | $5,065-96.8% | $12,270-98.7% |