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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,250 | $102,422+113.1% | $147,117+48.4% | $80,959+169.6% |
| Participation rate | 88.2% | 75.9%+12.4pp | 82.2%+6.1pp | 67.7%+20.6pp |
| Annual return | 15.14% | 135.16%-120.0pp | 420.54%-405.4pp | 35.67%-20.5pp |
| Employer contribution / active EE | $28,508 | $3,717+666.9% | $4,932+478.0% | $2,757+934.0% |
| Participant deferral / active EE | $19,305 | $6,652+190.2% | $8,065+139.4% | $4,300+348.9% |
| Admin fee / account holder | $8 | $7,953-99.9% | $12,993-99.9% | $6,925-99.9% |