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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,389 | $109,904+62.3% | $97,167+83.6% | $145,959+22.2% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 25.70% | 243.43%-217.7pp | 75.27%-49.6pp | 561.95%-536.3pp |
| Employer contribution / active EE | $20,171 | $3,084+554.0% | $2,729+639.1% | $4,661+332.8% |
| Participant deferral / active EE | $18,643 | $4,676+298.7% | $4,264+337.3% | $6,689+178.7% |
| Admin fee / account holder | $50 | $6,216-99.2% | $5,650-99.1% | $13,398-99.6% |