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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,290 | $77,638+151.5% | $156,551+24.7% | $62,881+210.6% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 8.90% | 50.33%-41.4pp | 32.23%-23.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $7,125 | $3,444+106.9% | $5,501+29.5% | $2,281+212.4% |
| Participant deferral / active EE | $6,150 | $3,046+101.9% | $4,871+26.2% | $3,203+92.0% |
| Admin fee / account holder | $190 | $5,561-96.6% | $13,028-98.5% | $4,296-95.6% |