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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,727 | $85,766+150.4% | $136,297+57.5% | $70,124+206.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.52% | 31.45%-10.9pp | 5156.19%-5135.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $5,447 | $2,966+83.6% | $4,696+16.0% | $2,342+132.5% |
| Participant deferral / active EE | $10,383 | $5,051+105.6% | $6,247+66.2% | $3,332+211.6% |
| Admin fee / account holder | $176 | $5,420-96.8% | $9,244-98.1% | $4,645-96.2% |