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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,940 | $85,515+128.0% | $112,040+74.0% | $67,986+186.7% |
| Participation rate | 92.5% | 68.2%+24.3pp | 76.5%+16.0pp | 57.2%+35.3pp |
| Annual return | 122.25% | 29.68%+92.6pp | 24.52%+97.7pp | 31.67%+90.6pp |
| Employer contribution / active EE | $8,237 | $2,191+275.9% | $2,954+178.8% | $2,019+308.0% |
| Participant deferral / active EE | $0 | $4,014-100.0% | $5,098-100.0% | $3,358-100.0% |
| Admin fee / account holder | $1 | $3,774-100.0% | $12,098-100.0% | $3,203-100.0% |