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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,340 | $118,695+43.5% | $98,916+72.2% | $158,950+7.2% |
| Participation rate | 83.3% | 77.8%+5.5pp | 76.0%+7.3pp | 82.0%+1.4pp |
| Annual return | 15.69% | 372.39%-356.7pp | 196.45%-180.8pp | 302.91%-287.2pp |
| Employer contribution / active EE | $3,938 | $3,333+18.1% | $2,689+46.4% | $4,762-17.3% |
| Participant deferral / active EE | $6,040 | $5,088+18.7% | $4,245+42.3% | $5,983+1.0% |
| Admin fee / account holder | $6 | $10,132-99.9% | $6,642-99.9% | $11,248-99.9% |