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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,319 | $124,330+53.9% | $109,173+75.2% | $167,536+14.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 54.04% | 26.04%+28.0pp | 25.75%+28.3pp | 478.82%-424.8pp |
| Employer contribution / active EE | $3,472 | $4,209-17.5% | $3,723-6.7% | $4,839-28.2% |
| Participant deferral / active EE | $7,135 | $5,256+35.7% | $4,654+53.3% | $6,342+12.5% |
| Admin fee / account holder | $26 | $7,974-99.7% | $6,755-99.6% | $12,315-99.8% |