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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,285 | $105,198+41.0% | $159,455-7.0% | $85,856+72.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.89% | 45.08%-28.2pp | 263.63%-246.7pp | 318.58%-301.7pp |
| Employer contribution / active EE | $6,202 | $3,319+86.9% | $4,830+28.4% | $2,565+141.8% |
| Participant deferral / active EE | $9,888 | $5,946+66.3% | $7,353+34.5% | $3,952+150.2% |
| Admin fee / account holder | $284 | $6,934-95.9% | $10,800-97.4% | $6,261-95.5% |