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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,485 | $149,679+48.0% | $117,039+89.2% | $147,586+50.1% |
| Participation rate | 75.0% | 83.5%-8.5pp | 77.2%-2.2pp | 82.8%-7.8pp |
| Annual return | 0.00% | 19.31%-19.3pp | 18.95%-18.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $8,738 | $4,937+77.0% | $3,785+130.9% | $4,876+79.2% |
| Participant deferral / active EE | $9,231 | $4,912+87.9% | $3,929+134.9% | $5,439+69.7% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |