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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,711 | $106,110+101.4% | $147,005+45.4% | $77,671+175.1% |
| Participation rate | 96.1% | 78.4%+17.7pp | 82.2%+14.0pp | 70.6%+25.6pp |
| Annual return | 16.15% | 56.77%-40.6pp | 418.76%-402.6pp | 31.21%-15.1pp |
| Employer contribution / active EE | $22,573 | $4,065+455.3% | $4,934+357.5% | $2,726+727.9% |
| Participant deferral / active EE | $19,089 | $7,992+138.9% | $8,070+136.6% | $4,648+310.7% |
| Admin fee / account holder | $6 | $338-98.3% | $13,006-100.0% | $430-98.7% |