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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,349 | $152,612+35.2% | $125,192+64.8% | $152,897+35.0% |
| Participation rate | 88.9% | 83.3%+5.5pp | 79.8%+9.1pp | 82.5%+6.4pp |
| Annual return | 20.20% | 54.85%-34.6pp | 43.79%-23.6pp | 345.43%-325.2pp |
| Employer contribution / active EE | $4,350 | $4,947-12.1% | $3,866+12.5% | $4,764-8.7% |
| Participant deferral / active EE | $7,403 | $5,868+26.1% | $4,937+49.9% | $5,851+26.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |