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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,140 | $72,396+228.9% | $67,511+252.7% | $145,959+63.2% |
| Participation rate | 83.3% | 76.9%+6.5pp | 72.9%+10.4pp | 80.3%+3.0pp |
| Annual return | 15.52% | 7194.07%-7178.6pp | 3517.41%-3501.9pp | 561.95%-546.4pp |
| Employer contribution / active EE | $2,725 | $3,071-11.3% | $2,733-0.3% | $4,661-41.5% |
| Participant deferral / active EE | $6,176 | $4,781+29.2% | $4,000+54.4% | $6,689-7.7% |
| Admin fee / account holder | $233 | $5,538-95.8% | $3,999-94.2% | $13,398-98.3% |