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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,813 | $177,595+28.3% | $148,496+53.4% | $198,609+14.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 83.77% | 9.97%+73.8pp | 12.33%+71.4pp | 202.70%-118.9pp |
| Employer contribution / active EE | $8,494 | $4,098+107.3% | $3,497+142.9% | $5,055+68.0% |
| Participant deferral / active EE | $19,733 | $5,539+256.2% | $4,808+310.4% | $6,977+182.8% |
| Admin fee / account holder | $223 | $27,010-99.2% | $19,547-98.9% | $19,030-98.8% |