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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,961 | $58,888+154.7% | $178,499-16.0% | $73,493+104.0% |
| Participation rate | 95.2% | 66.2%+29.0pp | 81.9%+13.3pp | 70.7%+24.6pp |
| Annual return | 15.59% | 24.86%-9.3pp | 151.10%-135.5pp | 28.51%-12.9pp |
| Employer contribution / active EE | $11,481 | $2,236+413.4% | $5,011+129.1% | $2,270+405.8% |
| Participant deferral / active EE | $14,668 | $2,568+471.2% | $5,202+182.0% | $3,740+292.2% |
| Admin fee / account holder | $2 | $400-99.5% | $13,986-100.0% | $513-99.6% |