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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,938 | $78,707+190.9% | $117,861+94.2% | $70,126+226.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 21.52% | 23.30%-1.8pp | 335.11%-313.6pp | 73.15%-51.6pp |
| Employer contribution / active EE | $8,242 | $2,223+270.7% | $3,786+117.7% | $2,343+251.9% |
| Participant deferral / active EE | $6,680 | $3,297+102.6% | $4,482+49.0% | $3,332+100.5% |
| Admin fee / account holder | $145 | $5,066-97.1% | $8,021-98.2% | $4,645-96.9% |