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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,427 | $102,385+74.3% | $147,080+21.3% | $80,935+120.5% |
| Participation rate | 72.0% | 75.9%-3.9pp | 82.2%-10.2pp | 67.7%+4.3pp |
| Annual return | 11.96% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $3,376 | $3,717-9.2% | $4,933-31.6% | $2,757+22.4% |
| Participant deferral / active EE | $6,898 | $6,651+3.7% | $8,066-14.5% | $4,299+60.4% |
| Admin fee / account holder | $246 | $7,951-96.9% | $12,989-98.1% | $6,924-96.5% |