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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,034 | $89,367+81.3% | $141,191+14.8% | $72,975+122.0% |
| Participation rate | 95.0% | 75.1%+19.9pp | 82.5%+12.5pp | 69.5%+25.5pp |
| Annual return | 19.02% | 111.87%-92.8pp | 71.41%-52.4pp | 81.01%-62.0pp |
| Employer contribution / active EE | $7,525 | $3,115+141.6% | $4,736+58.9% | $2,440+208.4% |
| Participant deferral / active EE | $11,244 | $5,419+107.5% | $6,710+67.6% | $3,608+211.7% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |