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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,925 | $124,330+69.6% | $109,173+93.2% | $167,536+25.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 55.72% | 26.04%+29.7pp | 25.75%+30.0pp | 478.82%-423.1pp |
| Employer contribution / active EE | $5,202 | $4,209+23.6% | $3,723+39.7% | $4,839+7.5% |
| Participant deferral / active EE | $9,041 | $5,256+72.0% | $4,654+94.3% | $6,342+42.6% |
| Admin fee / account holder | $18 | $7,974-99.8% | $6,755-99.7% | $12,315-99.9% |