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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,777 | $102,429+29.6% | $147,096-9.7% | $80,925+64.1% |
| Participation rate | 88.0% | 75.9%+12.1pp | 82.2%+5.8pp | 67.7%+20.3pp |
| Annual return | 19.09% | 135.02%-115.9pp | 419.75%-400.7pp | 35.65%-16.6pp |
| Employer contribution / active EE | $4,947 | $3,716+33.1% | $4,936+0.2% | $2,756+79.5% |
| Participant deferral / active EE | $13,251 | $6,649+99.3% | $8,071+64.2% | $4,299+208.3% |
| Admin fee / account holder | $188 | $7,957-97.6% | $13,005-98.6% | $6,940-97.3% |