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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,590 | $63,342+211.9% | $92,236+114.2% | $70,131+181.7% |
| Participation rate | 97.7% | 68.7%+29.1pp | 76.5%+21.2pp | 69.5%+28.2pp |
| Annual return | 15.35% | 530.15%-514.8pp | 176.29%-160.9pp | 73.14%-57.8pp |
| Employer contribution / active EE | $8,378 | $2,471+239.0% | $3,679+127.7% | $2,342+257.7% |
| Participant deferral / active EE | $7,874 | $2,854+175.9% | $3,897+102.1% | $3,332+136.3% |
| Admin fee / account holder | $183 | $3,840-95.2% | $5,194-96.5% | $4,645-96.1% |