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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,871 | $154,193+32.9% | $130,045+57.5% | $139,466+46.9% |
| Participation rate | 72.7% | 82.0%-9.2pp | 78.5%-5.8pp | 80.3%-7.6pp |
| Annual return | 15.19% | 32.51%-17.3pp | -137.30%+152.5pp | 373.66%-358.5pp |
| Employer contribution / active EE | $8,743 | $5,292+65.2% | $4,321+102.3% | $4,754+83.9% |
| Participant deferral / active EE | $9,553 | $6,709+42.4% | $5,820+64.1% | $6,712+42.3% |
| Admin fee / account holder | $276 | $13,989-98.0% | $10,600-97.4% | $11,409-97.6% |