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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,871 | $70,121+29.6% | $63,803+42.4% | $138,895-34.6% |
| Participation rate | 87.5% | 77.2%+10.3pp | 72.7%+14.8pp | 79.9%+7.6pp |
| Annual return | 19.79% | 946.48%-926.7pp | 543.72%-523.9pp | 145.39%-125.6pp |
| Employer contribution / active EE | $3,680 | $2,882+27.7% | $2,532+45.3% | $4,194-12.3% |
| Participant deferral / active EE | $14,637 | $4,535+222.7% | $3,843+280.9% | $6,396+128.8% |
| Admin fee / account holder | $71 | $6,738-98.9% | $5,196-98.6% | $12,562-99.4% |