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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,466 | $104,497+73.7% | $159,487+13.8% | $79,389+128.6% |
| Participation rate | 97.0% | 76.6%+20.4pp | 82.8%+14.2pp | 70.7%+26.3pp |
| Annual return | 13.70% | 67.98%-54.3pp | 263.71%-250.0pp | 116.89%-103.2pp |
| Employer contribution / active EE | $7,894 | $3,418+131.0% | $4,831+63.4% | $2,428+225.1% |
| Participant deferral / active EE | $3,744 | $6,468-42.1% | $7,354-49.1% | $4,046-7.5% |
| Admin fee / account holder | $0 | $711-100.0% | $10,804-100.0% | $626-100.0% |