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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,801 | $77,638+174.1% | $156,551+35.9% | $62,881+238.4% |
| Participation rate | 91.9% | 71.2%+20.7pp | 84.0%+7.9pp | 69.3%+22.6pp |
| Annual return | 9.41% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.7pp |
| Employer contribution / active EE | $14,617 | $3,444+324.4% | $5,501+165.7% | $2,281+540.9% |
| Participant deferral / active EE | $10,770 | $3,046+253.6% | $4,871+121.1% | $3,203+236.2% |
| Admin fee / account holder | $1 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |