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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,218 | $67,823+49.2% | $52,425+93.1% | $137,256-26.3% |
| Participation rate | 75.0% | 63.9%+11.1pp | 55.6%+19.4pp | 80.0%-5.0pp |
| Annual return | 17.22% | 219.11%-201.9pp | 302.12%-284.9pp | 220.34%-203.1pp |
| Employer contribution / active EE | $5,867 | $1,163+404.5% | $914+541.8% | $4,156+41.2% |
| Participant deferral / active EE | $3,203 | $2,288+40.0% | $1,790+78.9% | $6,407-50.0% |
| Admin fee / account holder | $20 | $2,844-99.3% | $2,495-99.2% | $12,270-99.8% |