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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,409 | $106,008+39.1% | $92,240+59.8% | $147,586-0.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 11.83% | 50.05%-38.2pp | 176.29%-164.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,085 | $4,333-75.0% | $3,680-70.5% | $4,876-77.8% |
| Participant deferral / active EE | $1,175 | $4,478-73.8% | $3,897-69.9% | $5,439-78.4% |
| Admin fee / account holder | $60 | $6,333-99.1% | $5,194-98.8% | $10,886-99.5% |