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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,799 | $81,208+152.2% | $98,920+107.0% | $79,852+156.5% |
| Participation rate | 90.6% | 72.5%+18.1pp | 76.0%+14.6pp | 69.6%+21.0pp |
| Annual return | 13.80% | 60.99%-47.2pp | 196.47%-182.7pp | 31.72%-17.9pp |
| Employer contribution / active EE | $8,616 | $1,960+339.6% | $2,689+220.4% | $2,471+248.7% |
| Participant deferral / active EE | $6,414 | $3,265+96.5% | $4,245+51.1% | $3,740+71.5% |
| Admin fee / account holder | $212 | $6,013-96.5% | $6,643-96.8% | $5,306-96.0% |