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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,562 | $112,933+19.2% | $90,970+47.9% | $158,982-15.4% |
| Participation rate | 81.3% | 74.7%+6.5pp | 69.0%+12.2pp | 82.0%-0.7pp |
| Annual return | 15.87% | 215.82%-199.9pp | 134.60%-118.7pp | 302.99%-287.1pp |
| Employer contribution / active EE | $886 | $2,893-69.4% | $2,122-58.3% | $4,763-81.4% |
| Participant deferral / active EE | $7,202 | $4,128+74.5% | $3,373+113.5% | $5,983+20.4% |
| Admin fee / account holder | $256 | $8,047-96.8% | $5,961-95.7% | $11,252-97.7% |