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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,056 | $60,504+232.3% | $81,882+145.5% | $74,478+170.0% |
| Participation rate | 89.3% | 62.9%+26.4pp | 72.4%+16.9pp | 67.2%+22.1pp |
| Annual return | 14.71% | 16.91%-2.2pp | 779.47%-764.8pp | 1370.56%-1355.9pp |
| Employer contribution / active EE | $4,253 | $2,627+61.9% | $2,916+45.8% | $2,626+61.9% |
| Participant deferral / active EE | $4,840 | $3,400+42.4% | $4,323+12.0% | $4,350+11.3% |
| Admin fee / account holder | $25 | $1,492-98.3% | $7,360-99.7% | $1,946-98.7% |