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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,820 | $77,908+178.3% | $149,696+44.8% | $75,173+188.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.61% | 31.73%-13.1pp | 134.46%-115.8pp | 160.72%-142.1pp |
| Employer contribution / active EE | $8,976 | $3,138+186.1% | $4,821+86.2% | $2,671+236.0% |
| Participant deferral / active EE | $8,291 | $3,411+143.1% | $5,682+45.9% | $4,126+100.9% |
| Admin fee / account holder | $134 | $5,950-97.8% | $13,212-99.0% | $5,651-97.6% |