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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,626 | $106,923+79.2% | $84,023+128.1% | $152,909+25.3% |
| Participation rate | 90.9% | 75.3%+15.7pp | 69.0%+21.9pp | 82.5%+8.5pp |
| Annual return | 19.70% | 105.02%-85.3pp | 71.32%-51.6pp | 345.46%-325.8pp |
| Employer contribution / active EE | $2,332 | $2,735-14.7% | $1,984+17.6% | $4,764-51.0% |
| Participant deferral / active EE | $6,063 | $4,013+51.1% | $3,239+87.2% | $5,851+3.6% |
| Admin fee / account holder | $126 | $8,289-98.5% | $6,102-97.9% | $11,601-98.9% |