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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,777 | $102,382+29.7% | $147,005-9.7% | $80,874+64.2% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.2%+5.8pp | 67.6%+20.4pp |
| Annual return | 19.09% | 134.89%-115.8pp | 418.76%-399.7pp | 35.62%-16.5pp |
| Employer contribution / active EE | $4,947 | $3,715+33.2% | $4,934+0.3% | $2,756+79.5% |
| Participant deferral / active EE | $13,251 | $6,646+99.4% | $8,070+64.2% | $4,297+208.4% |
| Admin fee / account holder | $188 | $7,942-97.6% | $13,006-98.6% | $6,935-97.3% |