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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,260 | $127,387+73.7% | $115,038+92.3% | $125,389+76.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 48.06% | 31.28%+16.8pp | 26.14%+21.9pp | 282.24%-234.2pp |
| Employer contribution / active EE | $13,843 | $5,166+167.9% | $4,608+200.4% | $4,866+184.5% |
| Participant deferral / active EE | $14,634 | $6,423+127.8% | $6,026+142.8% | $5,352+173.5% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |