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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,794 | $85,766+74.7% | $136,298+9.9% | $70,126+113.6% |
| Participation rate | 92.6% | 74.2%+18.4pp | 81.9%+10.7pp | 69.5%+23.1pp |
| Annual return | 19.24% | 31.46%-12.2pp | 5156.27%-5137.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $6,321 | $2,966+113.1% | $4,696+34.6% | $2,343+169.9% |
| Participant deferral / active EE | $5,039 | $5,051-0.2% | $6,247-19.3% | $3,332+51.3% |
| Admin fee / account holder | $127 | $5,421-97.7% | $9,244-98.6% | $4,645-97.3% |