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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,820 | $78,707+17.9% | $117,861-21.2% | $70,126+32.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.21% | 23.30%-6.1pp | 335.11%-317.9pp | 73.15%-55.9pp |
| Employer contribution / active EE | $6,943 | $2,223+212.3% | $3,786+83.4% | $2,343+196.4% |
| Participant deferral / active EE | $5,354 | $3,297+62.4% | $4,482+19.4% | $3,332+60.7% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |