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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,172 | $135,956+47.2% | $123,894+61.6% | $273,972-26.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 139.33% | 56.63%+82.7pp | 47.52%+91.8pp | 41.46%+97.9pp |
| Employer contribution / active EE | $13,405 | $5,170+159.3% | $4,617+190.4% | $4,869+175.3% |
| Participant deferral / active EE | $7,339 | $6,343+15.7% | $5,984+22.6% | $5,287+38.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |