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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,895 | $85,171+92.4% | $172,753-5.1% | $72,976+124.6% |
| Participation rate | 97.8% | 70.1%+27.8pp | 82.6%+15.2pp | 69.5%+28.3pp |
| Annual return | 21.76% | 27.32%-5.6pp | 803.00%-781.2pp | 81.02%-59.3pp |
| Employer contribution / active EE | $7,378 | $3,324+122.0% | $5,144+43.4% | $2,440+202.4% |
| Participant deferral / active EE | $5,236 | $3,260+60.6% | $5,198+0.7% | $3,608+45.1% |
| Admin fee / account holder | $190 | $5,880-96.8% | $13,956-98.6% | $5,124-96.3% |