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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,636 | $85,766+94.3% | $136,295+22.3% | $70,131+137.6% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 20.54% | 31.45%-10.9pp | 5155.97%-5135.4pp | 73.14%-52.6pp |
| Employer contribution / active EE | $6,297 | $2,966+112.3% | $4,695+34.1% | $2,342+168.8% |
| Participant deferral / active EE | $12,855 | $5,051+154.5% | $6,247+105.8% | $3,332+285.8% |
| Admin fee / account holder | $3 | $5,420-100.0% | $9,243-100.0% | $4,645-99.9% |