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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,628 | $115,814+68.1% | $101,275+92.2% | $158,982+22.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.64% | 56.16%-45.5pp | 46.48%-35.8pp | 302.99%-292.4pp |
| Employer contribution / active EE | $8,571 | $4,176+105.3% | $3,660+134.2% | $4,763+80.0% |
| Participant deferral / active EE | $7,036 | $4,958+41.9% | $4,371+61.0% | $5,983+17.6% |
| Admin fee / account holder | $223 | $7,249-96.9% | $5,948-96.2% | $11,252-98.0% |