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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,044 | $108,911+106.6% | $100,392+124.2% | $145,884+54.3% |
| Participation rate | 90.0% | 83.0%+7.0pp | 81.5%+8.5pp | 80.3%+9.7pp |
| Annual return | 14.04% | 58.23%-44.2pp | 49.45%-35.4pp | 551.85%-537.8pp |
| Employer contribution / active EE | $8,953 | $4,420+102.6% | $3,941+127.2% | $4,662+92.0% |
| Participant deferral / active EE | $12,742 | $8,459+50.6% | $8,090+57.5% | $6,690+90.5% |
| Admin fee / account holder | $0 | $9,698-100.0% | $7,904-100.0% | $13,392-100.0% |