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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,777 | $102,385+108.8% | $147,080+45.3% | $80,935+164.1% |
| Participation rate | 91.3% | 75.9%+15.4pp | 82.2%+9.1pp | 67.7%+23.6pp |
| Annual return | 15.65% | 135.09%-119.4pp | 420.17%-404.5pp | 35.66%-20.0pp |
| Employer contribution / active EE | $6,188 | $3,717+66.5% | $4,933+25.4% | $2,757+124.5% |
| Participant deferral / active EE | $7,089 | $6,651+6.6% | $8,066-12.1% | $4,299+64.9% |
| Admin fee / account holder | $18 | $7,951-99.8% | $12,989-99.9% | $6,924-99.7% |