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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,518 | $159,934+56.0% | $147,005+69.7% | $145,959+71.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.22% | 98.24%-83.0pp | 418.76%-403.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $4,636 | $5,287-12.3% | $4,934-6.0% | $4,661-0.5% |
| Participant deferral / active EE | $15,269 | $8,427+81.2% | $8,070+89.2% | $6,689+128.3% |
| Admin fee / account holder | $83 | $15,053-99.4% | $13,006-99.4% | $13,398-99.4% |