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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,272 | $102,429+39.9% | $147,096-2.6% | $80,925+77.0% |
| Participation rate | 94.3% | 75.9%+18.5pp | 82.2%+12.2pp | 67.7%+26.7pp |
| Annual return | 18.34% | 135.02%-116.7pp | 419.75%-401.4pp | 35.65%-17.3pp |
| Employer contribution / active EE | $6,279 | $3,716+69.0% | $4,936+27.2% | $2,756+127.8% |
| Participant deferral / active EE | $14,244 | $6,649+114.2% | $8,071+76.5% | $4,299+231.4% |
| Admin fee / account holder | $201 | $7,957-97.5% | $13,005-98.5% | $6,940-97.1% |