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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,122 | $96,678+32.5% | $86,640+47.9% | $139,466-8.1% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 11.70% | 106.69%-95.0pp | 592.52%-580.8pp | 373.66%-362.0pp |
| Employer contribution / active EE | $3,520 | $3,265+7.8% | $3,024+16.4% | $4,754-26.0% |
| Participant deferral / active EE | $7,120 | $4,837+47.2% | $4,438+60.4% | $6,712+6.1% |
| Admin fee / account holder | $92 | $6,410-98.6% | $5,616-98.4% | $11,409-99.2% |