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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,106 | $138,393+67.0% | $184,256+25.4% | $80,959+185.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 79.11% | 20.01%+59.1pp | 28.85%+50.3pp | 35.67%+43.4pp |
| Employer contribution / active EE | $25,351 | $4,847+423.0% | $6,427+294.4% | $2,757+819.5% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $240 | $10,489-97.7% | $13,899-98.3% | $6,925-96.5% |