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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,184 | $84,784+144.4% | $98,462+110.4% | $74,473+178.2% |
| Participation rate | 99.8% | 81.5%+18.2pp | 75.2%+24.6pp | 70.7%+29.0pp |
| Annual return | 159.81% | 20.59%+139.2pp | 21.17%+138.6pp | 34.36%+125.5pp |
| Employer contribution / active EE | $3,723 | $3,364+10.7% | $3,049+22.1% | $2,638+41.1% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,875-100.0% | $347-100.0% |