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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,891 | $112,131+67.6% | $95,964+95.8% | $158,982+18.2% |
| Participation rate | 81.8% | 79.0%+2.8pp | 77.1%+4.7pp | 82.0%-0.1pp |
| Annual return | 8.68% | 171.19%-162.5pp | 91.64%-83.0pp | 302.99%-294.3pp |
| Employer contribution / active EE | $4,545 | $3,199+42.1% | $2,541+78.9% | $4,763-4.6% |
| Participant deferral / active EE | $3,454 | $4,784-27.8% | $4,167-17.1% | $5,983-42.3% |
| Admin fee / account holder | $5 | $10,136-99.9% | $6,797-99.9% | $11,252-100.0% |