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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,394 | $63,346+187.9% | $92,239+97.7% | $70,124+160.1% |
| Participation rate | 80.9% | 68.7%+12.2pp | 76.5%+4.4pp | 69.5%+11.3pp |
| Annual return | 20.42% | 530.19%-509.8pp | 176.29%-155.9pp | 73.14%-52.7pp |
| Employer contribution / active EE | $3,111 | $2,471+25.9% | $3,680-15.4% | $2,342+32.8% |
| Participant deferral / active EE | $6,853 | $2,854+140.1% | $3,897+75.9% | $3,332+105.7% |
| Admin fee / account holder | $136 | $3,841-96.5% | $5,194-97.4% | $4,645-97.1% |