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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,747 | $98,776+139.7% | $149,745+58.1% | $79,856+196.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.54% | 27.38%-11.8pp | 276.72%-261.2pp | 31.71%-16.2pp |
| Employer contribution / active EE | $11,093 | $3,217+244.8% | $4,646+138.8% | $2,471+348.9% |
| Participant deferral / active EE | $14,180 | $5,681+149.6% | $6,843+107.2% | $3,741+279.1% |
| Admin fee / account holder | $136 | $6,053-97.8% | $9,312-98.5% | $5,306-97.4% |