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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,343 | $106,918+63.1% | $84,021+107.5% | $152,897+14.0% |
| Participation rate | 88.9% | 75.2%+13.6pp | 69.0%+19.9pp | 82.5%+6.4pp |
| Annual return | 18.63% | 105.01%-86.4pp | 71.32%-52.7pp | 345.43%-326.8pp |
| Employer contribution / active EE | $7,397 | $2,735+170.5% | $1,984+272.9% | $4,764+55.3% |
| Participant deferral / active EE | $3,292 | $4,012-18.0% | $3,239+1.6% | $5,851-43.7% |
| Admin fee / account holder | $30 | $8,288-99.6% | $6,102-99.5% | $11,599-99.7% |