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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,389 | $109,967+62.2% | $97,197+83.5% | $145,877+22.3% |
| Participation rate | 71.4% | 76.0%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 25.70% | 244.27%-218.6pp | 75.47%-49.8pp | 551.28%-525.6pp |
| Employer contribution / active EE | $20,171 | $3,077+555.6% | $2,723+640.8% | $4,663+332.6% |
| Participant deferral / active EE | $18,643 | $4,676+298.7% | $4,263+337.3% | $6,691+178.6% |
| Admin fee / account holder | $50 | $6,199-99.2% | $5,637-99.1% | $13,402-99.6% |