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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,746 | $70,121+70.8% | $63,803+87.7% | $138,895-13.8% |
| Participation rate | 70.0% | 77.2%-7.2pp | 72.7%-2.7pp | 79.9%-9.9pp |
| Annual return | 18.31% | 946.48%-928.2pp | 543.72%-525.4pp | 145.39%-127.1pp |
| Employer contribution / active EE | $7,477 | $2,882+159.4% | $2,532+195.3% | $4,194+78.3% |
| Participant deferral / active EE | $4,931 | $4,535+8.7% | $3,843+28.3% | $6,396-22.9% |
| Admin fee / account holder | $160 | $6,738-97.6% | $5,196-96.9% | $12,562-98.7% |