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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,323 | $70,366+152.0% | $66,674+166.0% | $138,895+27.7% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.7%+12.0pp | 79.9%+5.8pp |
| Annual return | 19.77% | 386.41%-366.6pp | 321.24%-301.5pp | 145.39%-125.6pp |
| Employer contribution / active EE | $3,542 | $2,765+28.1% | $2,620+35.2% | $4,194-15.6% |
| Participant deferral / active EE | $6,972 | $4,374+59.4% | $4,084+70.7% | $6,396+9.0% |
| Admin fee / account holder | $6 | $5,262-99.9% | $5,098-99.9% | $12,562-100.0% |