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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,184 | $108,882+47.1% | $96,754+65.6% | $154,746+3.5% |
| Participation rate | 80.0% | 75.1%+4.9pp | 70.3%+9.7pp | 80.7%-0.7pp |
| Annual return | 9.61% | 98.39%-88.8pp | 82.04%-72.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $14,176 | $3,018+369.7% | $2,679+429.1% | $4,379+223.7% |
| Participant deferral / active EE | $1,810 | $5,323-66.0% | $4,758-62.0% | $6,730-73.1% |
| Admin fee / account holder | $0 | $10,200-100.0% | $8,905-100.0% | $14,365-100.0% |