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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,848 | $91,537+84.5% | $130,045+29.8% | $75,173+124.6% |
| Participation rate | 95.0% | 71.5%+23.5pp | 78.5%+16.5pp | 67.2%+27.8pp |
| Annual return | 14.62% | -631.55%+646.2pp | -137.30%+151.9pp | 160.72%-146.1pp |
| Employer contribution / active EE | $6,673 | $2,845+134.6% | $4,321+54.4% | $2,671+149.8% |
| Participant deferral / active EE | $10,721 | $4,343+146.9% | $5,820+84.2% | $4,126+159.8% |
| Admin fee / account holder | $298 | $6,780-95.6% | $10,600-97.2% | $5,651-94.7% |