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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,588 | $100,203+95.2% | $85,240+129.5% | $145,897+34.1% |
| Participation rate | 70.6% | 74.1%-3.5pp | 67.5%+3.1pp | 80.3%-9.7pp |
| Annual return | 28.87% | 84.28%-55.4pp | 66.75%-37.9pp | 552.29%-523.4pp |
| Employer contribution / active EE | $11,469 | $3,242+253.8% | $2,735+319.3% | $4,663+146.0% |
| Participant deferral / active EE | $5,821 | $5,299+9.9% | $4,527+28.6% | $6,689-13.0% |
| Admin fee / account holder | $106 | $7,265-98.5% | $6,165-98.3% | $13,390-99.2% |