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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,804 | $124,346+66.3% | $111,308+85.8% | $167,536+23.4% |
| Participation rate | 80.0% | 79.6%+0.4pp | 77.3%+2.7pp | 82.1%-2.1pp |
| Annual return | 34.33% | 37.45%-3.1pp | 54.67%-20.3pp | 478.82%-444.5pp |
| Employer contribution / active EE | $5,315 | $3,437+54.6% | $2,732+94.6% | $4,839+9.8% |
| Participant deferral / active EE | $6,687 | $5,182+29.1% | $4,487+49.0% | $6,342+5.4% |
| Admin fee / account holder | $20 | $10,621-99.8% | $7,965-99.7% | $12,315-99.8% |