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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,777 | $102,422+29.6% | $147,117-9.7% | $80,959+64.0% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 19.09% | 135.16%-116.1pp | 420.54%-401.4pp | 35.67%-16.6pp |
| Employer contribution / active EE | $4,947 | $3,717+33.1% | $4,932+0.3% | $2,757+79.4% |
| Participant deferral / active EE | $13,251 | $6,652+99.2% | $8,065+64.3% | $4,300+208.1% |
| Admin fee / account holder | $188 | $7,953-97.6% | $12,993-98.6% | $6,925-97.3% |