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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,881 | $112,729+28.5% | $98,716+46.8% | $137,256+5.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 117.78% | 38.48%+79.3pp | 31.81%+86.0pp | 220.34%-102.6pp |
| Employer contribution / active EE | $5,489 | $2,725+101.4% | $2,279+140.9% | $4,156+32.1% |
| Participant deferral / active EE | $13,420 | $4,640+189.2% | $4,048+231.6% | $6,407+109.5% |
| Admin fee / account holder | $101 | $10,129-99.0% | $8,703-98.8% | $12,270-99.2% |