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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,291 | $69,774+72.4% | $67,561+78.0% | $74,429+61.6% |
| Participation rate | 97.8% | 71.4%+26.5pp | 72.9%+24.9pp | 67.2%+30.6pp |
| Annual return | 12.56% | -40.53%+53.1pp | 3525.44%-3512.9pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $4,744 | $2,710+75.1% | $2,735+73.5% | $2,625+80.7% |
| Participant deferral / active EE | $6,102 | $3,636+67.8% | $4,003+52.4% | $4,348+40.3% |
| Admin fee / account holder | $12 | $890-98.6% | $4,006-99.7% | $1,944-99.4% |