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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,895 | $70,121+123.7% | $63,803+145.9% | $138,895+13.0% |
| Participation rate | 83.3% | 77.2%+6.1pp | 72.7%+10.6pp | 79.9%+3.4pp |
| Annual return | 15.34% | 946.48%-931.1pp | 543.72%-528.4pp | 145.39%-130.1pp |
| Employer contribution / active EE | $3,496 | $2,882+21.3% | $2,532+38.0% | $4,194-16.7% |
| Participant deferral / active EE | $9,826 | $4,535+116.6% | $3,843+155.7% | $6,396+53.6% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |