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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,502 | $56,540+316.5% | $185,851+26.7% | $86,821+171.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 81.7%+18.3pp | 72.3%+27.7pp |
| Annual return | 13.16% | 118.20%-105.0pp | 122.11%-108.9pp | 97.94%-84.8pp |
| Employer contribution / active EE | $8,356 | $1,844+353.0% | $5,168+61.7% | $2,406+247.3% |
| Participant deferral / active EE | $5,793 | $2,555+126.7% | $5,569+4.0% | $4,132+40.2% |
| Admin fee / account holder | $249 | $150+66.2% | $16,245-98.5% | $170+46.7% |