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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,141 | $196,972+22.9% | $182,262+32.9% | $198,609+21.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.68% | 158.27%-139.6pp | 140.60%-121.9pp | 202.70%-184.0pp |
| Employer contribution / active EE | $3,403 | $5,364-36.6% | $5,046-32.6% | $5,055-32.7% |
| Participant deferral / active EE | $7,596 | $8,643-12.1% | $8,276-8.2% | $6,977+8.9% |
| Admin fee / account holder | $33 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |