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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,096 | $149,040+32.2% | $120,225+63.9% | $137,256+43.6% |
| Participation rate | 80.0% | 75.4%+4.6pp | 69.6%+10.4pp | 80.0%0pp |
| Annual return | 19.22% | 605.68%-586.5pp | 439.23%-420.0pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,876 | $4,350-56.9% | $3,475-46.0% | $4,156-54.9% |
| Participant deferral / active EE | $10,812 | $4,655+132.3% | $3,999+170.4% | $6,407+68.8% |
| Admin fee / account holder | $20 | $6,348-99.7% | $5,696-99.6% | $12,270-99.8% |