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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,389 | $110,093+62.0% | $97,295+83.3% | $145,897+22.3% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 25.70% | 244.76%-219.1pp | 75.62%-49.9pp | 552.29%-526.6pp |
| Employer contribution / active EE | $20,171 | $3,077+555.5% | $2,723+640.8% | $4,663+332.6% |
| Participant deferral / active EE | $18,643 | $4,678+298.5% | $4,264+337.3% | $6,689+178.7% |
| Admin fee / account holder | $50 | $6,212-99.2% | $5,646-99.1% | $13,390-99.6% |