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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,150 | $96,388+124.3% | $80,627+168.1% | $139,466+55.0% |
| Participation rate | 90.9% | 73.6%+17.3pp | 67.0%+23.9pp | 80.3%+10.6pp |
| Annual return | 19.86% | 1352.08%-1332.2pp | 936.76%-916.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $2,215 | $3,260-32.1% | $2,723-18.6% | $4,754-53.4% |
| Participant deferral / active EE | $3,960 | $5,224-24.2% | $4,443-10.9% | $6,712-41.0% |
| Admin fee / account holder | $9 | $6,603-99.9% | $5,381-99.8% | $11,409-99.9% |