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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,134 | $55,446+122.1% | $155,574-20.9% | $74,429+65.4% |
| Participation rate | 74.8% | 61.9%+12.9pp | 78.2%-3.4pp | 67.2%+7.6pp |
| Annual return | 24.87% | 269.20%-244.3pp | 64.87%-40.0pp | 1368.38%-1343.5pp |
| Employer contribution / active EE | $3,585 | $2,266+58.2% | $4,676-23.3% | $2,625+36.6% |
| Participant deferral / active EE | $3,741 | $2,836+31.9% | $5,629-33.5% | $4,348-14.0% |
| Admin fee / account holder | $23 | $1,743-98.7% | $15,914-99.9% | $1,944-98.8% |