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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,751 | $95,383+35.0% | $185,837-30.7% | $85,856+50.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.86% | 23.59%-4.7pp | 122.08%-103.2pp | 318.58%-299.7pp |
| Employer contribution / active EE | $3,077 | $3,313-7.1% | $5,168-40.5% | $2,565+19.9% |
| Participant deferral / active EE | $4,190 | $3,423+22.4% | $5,568-24.8% | $3,952+6.0% |
| Admin fee / account holder | $240 | $7,213-96.7% | $16,241-98.5% | $6,261-96.2% |