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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,828 | $102,385+127.4% | $147,080+58.3% | $80,935+187.7% |
| Participation rate | 88.5% | 75.9%+12.6pp | 82.2%+6.3pp | 67.7%+20.8pp |
| Annual return | 17.38% | 135.09%-117.7pp | 420.17%-402.8pp | 35.66%-18.3pp |
| Employer contribution / active EE | $2,713 | $3,717-27.0% | $4,933-45.0% | $2,757-1.6% |
| Participant deferral / active EE | $9,636 | $6,651+44.9% | $8,066+19.5% | $4,299+124.1% |
| Admin fee / account holder | $169 | $7,951-97.9% | $12,989-98.7% | $6,924-97.6% |