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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,005 | $118,877+20.3% | $96,570+48.1% | $167,536-14.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 49.42% | 50.50%-1.1pp | 37.79%+11.6pp | 478.82%-429.4pp |
| Employer contribution / active EE | $3,937 | $3,121+26.2% | $2,357+67.0% | $4,839-18.6% |
| Participant deferral / active EE | $1,486 | $4,617-67.8% | $3,849-61.4% | $6,342-76.6% |
| Admin fee / account holder | $4 | $8,069-100.0% | $6,182-99.9% | $12,315-100.0% |