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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,134 | $55,470+122.0% | $155,556-20.8% | $74,478+65.3% |
| Participation rate | 74.8% | 61.9%+12.9pp | 78.2%-3.5pp | 67.2%+7.5pp |
| Annual return | 24.87% | 269.80%-244.9pp | 64.84%-40.0pp | 1370.56%-1345.7pp |
| Employer contribution / active EE | $3,585 | $2,267+58.1% | $4,675-23.3% | $2,626+36.5% |
| Participant deferral / active EE | $3,741 | $2,838+31.8% | $5,631-33.6% | $4,350-14.0% |
| Admin fee / account holder | $23 | $1,744-98.7% | $15,885-99.9% | $1,946-98.8% |