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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,332 | $98,776+95.7% | $149,745+29.1% | $79,856+142.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 35.69% | 27.38%+8.3pp | 276.72%-241.0pp | 31.71%+4.0pp |
| Employer contribution / active EE | $30,903 | $3,217+860.5% | $4,646+565.2% | $2,471+1150.5% |
| Participant deferral / active EE | $7,373 | $5,681+29.8% | $6,843+7.7% | $3,741+97.1% |
| Admin fee / account holder | $30 | $6,053-99.5% | $9,312-99.7% | $5,306-99.4% |