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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,764 | $112,935+94.6% | $90,970+141.6% | $158,966+38.2% |
| Participation rate | 87.5% | 74.7%+12.8pp | 69.0%+18.5pp | 82.0%+5.5pp |
| Annual return | 19.48% | 215.79%-196.3pp | 134.58%-115.1pp | 302.95%-283.5pp |
| Employer contribution / active EE | $3,830 | $2,895+32.3% | $2,122+80.4% | $4,762-19.6% |
| Participant deferral / active EE | $7,406 | $4,129+79.4% | $3,373+119.5% | $5,983+23.8% |
| Admin fee / account holder | $0 | $8,045-100.0% | $5,960-100.0% | $11,250-100.0% |