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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,290 | $144,130+59.8% | $117,861+95.4% | $147,586+56.0% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 9.17% | 531.20%-522.0pp | 335.11%-325.9pp | 578.59%-569.4pp |
| Employer contribution / active EE | $8,495 | $4,897+73.5% | $3,786+124.4% | $4,876+74.2% |
| Participant deferral / active EE | $4,000 | $5,316-24.8% | $4,482-10.8% | $5,439-26.5% |
| Admin fee / account holder | $202 | $10,887-98.1% | $8,021-97.5% | $10,886-98.1% |