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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,432 | $93,589+49.0% | $135,942+2.6% | $75,181+85.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.56% | 30.90%-11.3pp | 68.28%-48.7pp | 160.69%-141.1pp |
| Employer contribution / active EE | $8,188 | $3,537+131.5% | $4,858+68.6% | $2,671+206.6% |
| Participant deferral / active EE | $9,085 | $6,405+41.8% | $7,759+17.1% | $4,126+120.2% |
| Admin fee / account holder | $178 | $6,977-97.5% | $10,764-98.3% | $5,650-96.9% |