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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,646 | $93,586+114.4% | $135,925+47.6% | $75,173+166.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.32% | 30.90%-4.6pp | 68.25%-41.9pp | 160.65%-134.3pp |
| Employer contribution / active EE | $47,065 | $3,537+1230.5% | $4,857+869.0% | $2,670+1662.5% |
| Participant deferral / active EE | $2,843 | $6,405-55.6% | $7,759-63.4% | $4,126-31.1% |
| Admin fee / account holder | $233 | $6,977-96.7% | $10,764-97.8% | $5,651-95.9% |