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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,266 | $100,203+74.9% | $85,240+105.6% | $145,897+20.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.87% | 84.28%-70.4pp | 66.75%-52.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $3,372 | $3,242+4.0% | $2,735+23.3% | $4,663-27.7% |
| Participant deferral / active EE | $6,625 | $5,299+25.0% | $4,527+46.3% | $6,689-1.0% |
| Admin fee / account holder | $186 | $7,265-97.4% | $6,165-97.0% | $13,390-98.6% |