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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,538 | $96,630+28.9% | $86,605+43.8% | $139,427-10.7% |
| Participation rate | 92.9% | 74.4%+18.5pp | 71.7%+21.2pp | 80.3%+12.5pp |
| Annual return | 22.75% | 106.48%-83.7pp | 591.39%-568.6pp | 373.27%-350.5pp |
| Employer contribution / active EE | $8,303 | $3,264+154.4% | $3,023+174.6% | $4,752+74.7% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $13 | $6,405-99.8% | $5,611-99.8% | $11,404-99.9% |