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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,279 | $105,210+106.5% | $159,487+36.2% | $85,851+153.1% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 15.12% | 45.08%-30.0pp | 263.71%-248.6pp | 318.63%-303.5pp |
| Employer contribution / active EE | $5,643 | $3,319+70.0% | $4,831+16.8% | $2,565+120.0% |
| Participant deferral / active EE | $6,475 | $5,946+8.9% | $7,354-11.9% | $3,952+63.8% |
| Admin fee / account holder | $19 | $6,934-99.7% | $10,804-99.8% | $6,261-99.7% |