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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,840 | $63,346+174.4% | $92,240+88.5% | $70,126+147.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.75% | 530.19%-517.4pp | 176.29%-163.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $16,384 | $2,471+563.0% | $3,680+345.3% | $2,343+599.4% |
| Participant deferral / active EE | $3,582 | $2,854+25.5% | $3,897-8.1% | $3,332+7.5% |
| Admin fee / account holder | $95 | $3,841-97.5% | $5,194-98.2% | $4,645-98.0% |