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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,686 | $99,079+56.1% | $78,002+98.3% | $273,972-43.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.5%+14.5pp | 83.0%+7.0pp |
| Annual return | 31.85% | 217.93%-186.1pp | 425.99%-394.1pp | 41.46%-9.6pp |
| Employer contribution / active EE | $3,089 | $3,308-6.6% | $2,470+25.0% | $4,869-36.6% |
| Participant deferral / active EE | $7,572 | $4,306+75.8% | $3,497+116.5% | $5,287+43.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,133-100.0% |