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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,252 | $104,336+37.3% | $159,474-10.2% | $86,821+65.0% |
| Participation rate | 95.3% | 77.7%+17.5pp | 82.8%+12.4pp | 72.3%+23.0pp |
| Annual return | 23.97% | 26.32%-2.3pp | 263.68%-239.7pp | 97.94%-74.0pp |
| Employer contribution / active EE | $20,971 | $3,451+507.6% | $4,831+334.1% | $2,406+771.6% |
| Participant deferral / active EE | $15,943 | $6,837+133.2% | $7,353+116.8% | $4,132+285.9% |
| Admin fee / account holder | $7 | $172-96.1% | $10,802-99.9% | $170-96.1% |