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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,151 | $100,060+79.0% | $149,721+19.7% | $70,126+155.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 30.41% | 27.46%+2.9pp | 1501.67%-1471.3pp | 73.15%-42.7pp |
| Employer contribution / active EE | $7,937 | $3,661+116.8% | $5,444+45.8% | $2,343+238.8% |
| Participant deferral / active EE | $11,834 | $4,982+137.5% | $6,568+80.2% | $3,332+255.2% |
| Admin fee / account holder | $44 | $8,285-99.5% | $11,282-99.6% | $4,645-99.0% |