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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,649 | $85,169+81.6% | $172,755-10.5% | $72,983+111.9% |
| Participation rate | 97.1% | 70.1%+27.1pp | 82.6%+14.5pp | 69.5%+27.7pp |
| Annual return | 17.83% | 27.32%-9.5pp | 802.94%-785.1pp | 81.01%-63.2pp |
| Employer contribution / active EE | $15,318 | $3,324+360.8% | $5,144+197.8% | $2,440+527.8% |
| Participant deferral / active EE | $10,283 | $3,260+215.4% | $5,198+97.8% | $3,608+185.0% |
| Admin fee / account holder | $274 | $5,880-95.3% | $13,955-98.0% | $5,124-94.7% |