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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,325 | $154,159+36.4% | $130,026+61.8% | $139,456+50.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.52% | 32.50%-15.0pp | -137.26%+154.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $8,716 | $5,292+64.7% | $4,321+101.7% | $4,753+83.4% |
| Participant deferral / active EE | $9,215 | $6,710+37.3% | $5,821+58.3% | $6,711+37.3% |
| Admin fee / account holder | $61 | $14,001-99.6% | $10,608-99.4% | $11,407-99.5% |