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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,080 | $112,121+64.2% | $95,960+91.8% | $158,966+15.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 18.90% | 171.16%-152.3pp | 91.63%-72.7pp | 302.95%-284.0pp |
| Employer contribution / active EE | $3,536 | $3,199+10.5% | $2,541+39.1% | $4,762-25.8% |
| Participant deferral / active EE | $3,536 | $4,784-26.1% | $4,167-15.1% | $5,983-40.9% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |