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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,135 | $102,385+45.7% | $147,080+1.4% | $80,935+84.3% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 15.00% | 135.09%-120.1pp | 420.17%-405.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $5,076 | $3,717+36.6% | $4,933+2.9% | $2,757+84.1% |
| Participant deferral / active EE | $4,843 | $6,651-27.2% | $8,066-40.0% | $4,299+12.6% |
| Admin fee / account holder | $127 | $7,951-98.4% | $12,989-99.0% | $6,924-98.2% |