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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,086 | $150,412+7.8% | $120,574+34.4% | $145,884+11.1% |
| Participation rate | 93.3% | 78.8%+14.5pp | 71.9%+21.4pp | 80.3%+13.0pp |
| Annual return | 22.49% | 154.50%-132.0pp | 107.42%-84.9pp | 551.85%-529.4pp |
| Employer contribution / active EE | $0 | $4,355-100.0% | $3,471-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,331 | $6,175+51.1% | $4,996+86.8% | $6,690+39.5% |
| Admin fee / account holder | $144 | $12,224-98.8% | $9,445-98.5% | $13,392-98.9% |