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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,272 | $102,382+39.9% | $147,005-2.5% | $80,874+77.2% |
| Participation rate | 94.3% | 75.8%+18.5pp | 82.2%+12.2pp | 67.6%+26.7pp |
| Annual return | 18.34% | 134.89%-116.5pp | 418.76%-400.4pp | 35.62%-17.3pp |
| Employer contribution / active EE | $6,279 | $3,715+69.0% | $4,934+27.3% | $2,756+127.9% |
| Participant deferral / active EE | $14,244 | $6,646+114.3% | $8,070+76.5% | $4,297+231.5% |
| Admin fee / account holder | $201 | $7,942-97.5% | $13,006-98.5% | $6,935-97.1% |