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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,200 | $112,131+79.4% | $95,964+109.7% | $158,982+26.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 39.08% | 171.19%-132.1pp | 91.64%-52.6pp | 302.99%-263.9pp |
| Employer contribution / active EE | $5,178 | $3,199+61.9% | $2,541+103.8% | $4,763+8.7% |
| Participant deferral / active EE | $3,783 | $4,784-20.9% | $4,167-9.2% | $5,983-36.8% |
| Admin fee / account holder | $31 | $10,136-99.7% | $6,797-99.5% | $11,252-99.7% |