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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,577 | $112,933+17.4% | $90,970+45.7% | $158,982-16.6% |
| Participation rate | 83.3% | 74.7%+8.6pp | 69.0%+14.3pp | 82.0%+1.4pp |
| Annual return | 18.38% | 215.82%-197.4pp | 134.60%-116.2pp | 302.99%-284.6pp |
| Employer contribution / active EE | $1,161 | $2,893-59.9% | $2,122-45.3% | $4,763-75.6% |
| Participant deferral / active EE | $1,399 | $4,128-66.1% | $3,373-58.5% | $5,983-76.6% |
| Admin fee / account holder | $11 | $8,047-99.9% | $5,961-99.8% | $11,252-99.9% |