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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,633 | $85,171+71.0% | $172,753-15.7% | $72,976+99.6% |
| Participation rate | 97.1% | 70.1%+27.0pp | 82.6%+14.4pp | 69.5%+27.6pp |
| Annual return | 19.89% | 27.32%-7.4pp | 803.00%-783.1pp | 81.02%-61.1pp |
| Employer contribution / active EE | $7,488 | $3,324+125.3% | $5,144+45.6% | $2,440+206.9% |
| Participant deferral / active EE | $6,822 | $3,260+109.3% | $5,198+31.3% | $3,608+89.1% |
| Admin fee / account holder | $168 | $5,880-97.1% | $13,956-98.8% | $5,124-96.7% |