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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,543 | $46,877+236.1% | $122,354+28.8% | $70,126+124.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 20.40% | 24.22%-3.8pp | 30.28%-9.9pp | 73.15%-52.8pp |
| Employer contribution / active EE | $7,472 | $1,288+479.9% | $4,051+84.4% | $2,343+219.0% |
| Participant deferral / active EE | $7,874 | $2,167+263.3% | $3,287+139.5% | $3,332+136.3% |
| Admin fee / account holder | $15 | $3,324-99.6% | $5,479-99.7% | $4,645-99.7% |