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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,812 | $95,415+116.7% | $185,851+11.3% | $85,851+140.9% |
| Participation rate | 98.0% | 68.8%+29.2pp | 81.7%+16.3pp | 69.3%+28.7pp |
| Annual return | 33.41% | 23.59%+9.8pp | 122.11%-88.7pp | 318.63%-285.2pp |
| Employer contribution / active EE | $8,176 | $3,314+146.7% | $5,168+58.2% | $2,565+218.7% |
| Participant deferral / active EE | $7,419 | $3,424+116.7% | $5,569+33.2% | $3,952+87.7% |
| Admin fee / account holder | $1 | $7,215-100.0% | $16,245-100.0% | $6,261-100.0% |