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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,641 | $93,589+128.3% | $135,942+57.2% | $75,181+184.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.71% | 30.90%-13.2pp | 68.28%-50.6pp | 160.69%-143.0pp |
| Employer contribution / active EE | $6,754 | $3,537+90.9% | $4,858+39.0% | $2,671+152.9% |
| Participant deferral / active EE | $7,362 | $6,405+14.9% | $7,759-5.1% | $4,126+78.4% |
| Admin fee / account holder | $259 | $6,977-96.3% | $10,764-97.6% | $5,650-95.4% |