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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,646 | $84,713+40.1% | $75,717+56.7% | $167,518-29.2% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.8%+0.2pp | 82.1%-7.1pp |
| Annual return | 21.65% | 199.49%-177.8pp | 104.58%-82.9pp | 478.71%-457.1pp |
| Employer contribution / active EE | $1,235 | $3,229-61.8% | $2,743-55.0% | $4,838-74.5% |
| Participant deferral / active EE | $7,220 | $4,578+57.7% | $3,821+89.0% | $6,342+13.8% |
| Admin fee / account holder | $36 | $5,357-99.3% | $3,619-99.0% | $12,312-99.7% |