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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,971 | $85,766+153.0% | $136,298+59.2% | $70,126+209.4% |
| Participation rate | 96.3% | 74.2%+22.1pp | 81.9%+14.4pp | 69.5%+26.8pp |
| Annual return | 15.99% | 31.46%-15.5pp | 5156.27%-5140.3pp | 73.15%-57.2pp |
| Employer contribution / active EE | $7,573 | $2,966+155.3% | $4,696+61.3% | $2,343+223.3% |
| Participant deferral / active EE | $7,167 | $5,051+41.9% | $6,247+14.7% | $3,332+115.1% |
| Admin fee / account holder | $42 | $5,421-99.2% | $9,244-99.5% | $4,645-99.1% |