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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,304 | $96,123+39.7% | $77,361+73.6% | $198,609-32.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 20.82% | 2054.81%-2034.0pp | 1011.54%-990.7pp | 202.70%-181.9pp |
| Employer contribution / active EE | $4,842 | $3,791+27.7% | $2,990+61.9% | $5,055-4.2% |
| Participant deferral / active EE | $1,967 | $4,975-60.5% | $3,911-49.7% | $6,977-71.8% |
| Admin fee / account holder | $73 | $9,471-99.2% | $5,894-98.8% | $19,030-99.6% |