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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,630 | $108,942+99.8% | $100,415+116.7% | $145,897+49.2% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 19.42% | 58.27%-38.8pp | 49.47%-30.0pp | 552.29%-532.9pp |
| Employer contribution / active EE | $3,365 | $4,422-23.9% | $3,943-14.6% | $4,663-27.8% |
| Participant deferral / active EE | $19,081 | $8,461+125.5% | $8,091+135.8% | $6,689+185.2% |
| Admin fee / account holder | $135 | $9,702-98.6% | $7,906-98.3% | $13,390-99.0% |