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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,298 | $110,039+84.8% | $97,260+109.0% | $145,884+39.4% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 8.97% | 244.44%-235.5pp | 75.54%-66.6pp | 551.85%-542.9pp |
| Employer contribution / active EE | $12,349 | $3,074+301.7% | $2,721+353.8% | $4,662+164.9% |
| Participant deferral / active EE | $15,761 | $4,674+237.2% | $4,262+269.8% | $6,690+135.6% |
| Admin fee / account holder | $94 | $6,204-98.5% | $5,640-98.3% | $13,392-99.3% |