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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,389 | $110,039+62.1% | $97,260+83.4% | $145,884+22.3% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.2pp | 80.3%-8.9pp |
| Annual return | 25.70% | 244.44%-218.7pp | 75.54%-49.8pp | 551.85%-526.2pp |
| Employer contribution / active EE | $20,171 | $3,074+556.1% | $2,721+641.3% | $4,662+332.6% |
| Participant deferral / active EE | $18,643 | $4,674+298.9% | $4,262+337.5% | $6,690+178.7% |
| Admin fee / account holder | $50 | $6,204-99.2% | $5,640-99.1% | $13,392-99.6% |