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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,621 | $102,422+38.3% | $147,117-3.7% | $80,959+74.9% |
| Participation rate | 88.6% | 75.9%+12.8pp | 82.2%+6.5pp | 67.7%+21.0pp |
| Annual return | 12.06% | 135.16%-123.1pp | 420.54%-408.5pp | 35.67%-23.6pp |
| Employer contribution / active EE | $4,867 | $3,717+30.9% | $4,932-1.3% | $2,757+76.5% |
| Participant deferral / active EE | $9,742 | $6,652+46.4% | $8,065+20.8% | $4,300+126.5% |
| Admin fee / account holder | $39 | $7,953-99.5% | $12,993-99.7% | $6,925-99.4% |