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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,022 | $75,962+192.3% | $154,108+44.1% | $64,173+246.0% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -6.23% | 30.32%-36.5pp | 735.21%-741.4pp | 7.63%-13.9pp |
| Employer contribution / active EE | $7,248 | $3,350+116.4% | $5,298+36.8% | $2,381+204.5% |
| Participant deferral / active EE | $10,868 | $3,175+242.3% | $5,081+113.9% | $3,470+213.2% |
| Admin fee / account holder | $189 | $5,589-96.6% | $13,411-98.6% | $4,887-96.1% |