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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,167 | $85,171+28.2% | $172,753-36.8% | $72,976+49.6% |
| Participation rate | 98.2% | 70.1%+28.1pp | 82.6%+15.5pp | 69.5%+28.7pp |
| Annual return | 57.64% | 27.32%+30.3pp | 803.00%-745.4pp | 81.02%-23.4pp |
| Employer contribution / active EE | $2,770 | $3,324-16.7% | $5,144-46.2% | $2,440+13.5% |
| Participant deferral / active EE | $11,178 | $3,260+242.9% | $5,198+115.1% | $3,608+209.8% |
| Admin fee / account holder | $248 | $5,880-95.8% | $13,956-98.2% | $5,124-95.2% |