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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,086 | $106,918+14.2% | $84,021+45.3% | $152,897-20.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 21.28% | 105.01%-83.7pp | 71.32%-50.0pp | 345.43%-324.1pp |
| Employer contribution / active EE | $3,120 | $2,735+14.1% | $1,984+57.3% | $4,764-34.5% |
| Participant deferral / active EE | $7,524 | $4,012+87.5% | $3,239+132.3% | $5,851+28.6% |
| Admin fee / account holder | $269 | $8,288-96.8% | $6,102-95.6% | $11,599-97.7% |