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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,525 | $115,810+52.4% | $101,271+74.3% | $158,966+11.0% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 22.99% | 56.15%-33.2pp | 46.48%-23.5pp | 302.95%-280.0pp |
| Employer contribution / active EE | $11,551 | $4,175+176.6% | $3,660+215.6% | $4,762+142.5% |
| Participant deferral / active EE | $5,451 | $4,958+9.9% | $4,371+24.7% | $5,983-8.9% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |