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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,117 | $100,911+68.6% | $90,440+88.1% | $158,966+7.0% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.7%+5.1pp | 82.0%-4.2pp |
| Annual return | 21.15% | 1726.62%-1705.5pp | 1294.38%-1273.2pp | 302.95%-281.8pp |
| Employer contribution / active EE | $2,371 | $3,690-35.8% | $3,263-27.3% | $4,762-50.2% |
| Participant deferral / active EE | $4,022 | $4,348-7.5% | $3,964+1.5% | $5,983-32.8% |
| Admin fee / account holder | $28 | $6,507-99.6% | $5,615-99.5% | $11,250-99.8% |