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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,881 | $124,980+15.9% | $108,359+33.7% | $154,746-6.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 117.78% | 45.00%+72.8pp | 36.89%+80.9pp | 172.34%-54.6pp |
| Employer contribution / active EE | $5,489 | $2,851+92.5% | $2,399+128.7% | $4,379+25.3% |
| Participant deferral / active EE | $13,420 | $4,743+183.0% | $4,137+224.4% | $6,730+99.4% |
| Admin fee / account holder | $101 | $11,502-99.1% | $9,741-99.0% | $14,365-99.3% |