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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,474 | $72,071+28.3% | $68,368+35.3% | $137,256-32.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 21.10% | 353.14%-332.0pp | 292.57%-271.5pp | 220.34%-199.2pp |
| Employer contribution / active EE | $6,930 | $2,788+148.6% | $2,649+161.6% | $4,156+66.7% |
| Participant deferral / active EE | $3,549 | $4,410-19.5% | $4,123-13.9% | $6,407-44.6% |
| Admin fee / account holder | $17 | $5,336-99.7% | $5,150-99.7% | $12,270-99.9% |