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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,045 | $100,060+58.9% | $149,721+6.2% | $70,126+126.8% |
| Participation rate | 87.1% | 83.6%+3.5pp | 87.1%0pp | 69.5%+17.6pp |
| Annual return | 27.15% | 27.46%-0.3pp | 1501.67%-1474.5pp | 73.15%-46.0pp |
| Employer contribution / active EE | $9,829 | $3,661+168.5% | $5,444+80.5% | $2,343+319.6% |
| Participant deferral / active EE | $13,647 | $4,982+173.9% | $6,568+107.8% | $3,332+309.6% |
| Admin fee / account holder | $187 | $8,285-97.7% | $11,282-98.3% | $4,645-96.0% |