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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,630 | $108,912+99.8% | $100,383+116.8% | $145,959+49.1% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 19.42% | 57.96%-38.5pp | 49.26%-29.8pp | 561.95%-542.5pp |
| Employer contribution / active EE | $3,365 | $4,423-23.9% | $3,944-14.7% | $4,661-27.8% |
| Participant deferral / active EE | $19,081 | $8,451+125.8% | $8,086+136.0% | $6,689+185.3% |
| Admin fee / account holder | $135 | $9,690-98.6% | $7,900-98.3% | $13,398-99.0% |