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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,348 | $122,051+61.7% | $184,185+7.1% | $74,400+165.3% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 17.19% | 19.91%-2.7pp | 28.81%-11.6pp | 1367.51%-1350.3pp |
| Employer contribution / active EE | $8,092 | $4,539+78.3% | $6,426+25.9% | $2,624+208.3% |
| Participant deferral / active EE | $13,143 | $7,146+83.9% | $9,132+43.9% | $4,348+202.3% |
| Admin fee / account holder | $23 | $1,258-98.2% | $13,909-99.8% | $1,944-98.8% |