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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,205 | $89,248+123.2% | $136,007+46.5% | $74,546+167.2% |
| Participation rate | 95.8% | 69.4%+26.4pp | 76.5%+19.3pp | 67.2%+28.6pp |
| Annual return | 13.68% | 22.76%-9.1pp | 579.32%-565.6pp | 1366.03%-1352.4pp |
| Employer contribution / active EE | $18,420 | $2,838+549.1% | $4,215+337.0% | $2,624+601.9% |
| Participant deferral / active EE | $13,362 | $4,598+190.6% | $7,024+90.2% | $4,347+207.3% |
| Admin fee / account holder | $182 | $1,545-88.2% | $6,858-97.3% | $1,944-90.6% |