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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,703 | $104,479+84.4% | $159,474+20.8% | $79,391+142.7% |
| Participation rate | 94.2% | 76.6%+17.6pp | 82.8%+11.4pp | 70.7%+23.5pp |
| Annual return | 15.13% | 67.98%-52.8pp | 263.68%-248.5pp | 116.88%-101.7pp |
| Employer contribution / active EE | $7,632 | $3,417+123.3% | $4,831+58.0% | $2,428+214.3% |
| Participant deferral / active EE | $12,042 | $6,468+86.2% | $7,353+63.8% | $4,046+197.6% |
| Admin fee / account holder | $20 | $711-97.2% | $10,802-99.8% | $627-96.8% |