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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,895 | $125,184+94.8% | $105,607+130.9% | $145,884+67.2% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 14.73% | 225.00%-210.3pp | 116.11%-101.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $2,200 | $3,720-40.9% | $3,167-30.5% | $4,662-52.8% |
| Participant deferral / active EE | $5,508 | $5,714-3.6% | $5,011+9.9% | $6,690-17.7% |
| Admin fee / account holder | $31 | $17,133-99.8% | $10,958-99.7% | $13,392-99.8% |