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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,296 | $52,293+300.2% | $178,486+17.3% | $73,412+185.1% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 12.96% | 34.75%-21.8pp | 151.08%-138.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $7,758 | $1,735+347.0% | $5,011+54.8% | $2,234+247.3% |
| Participant deferral / active EE | $5,385 | $2,332+130.9% | $5,202+3.5% | $3,806+41.5% |
| Admin fee / account holder | $154 | $127+20.9% | $13,985-98.9% | $158-2.5% |