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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,137 | $148,623+65.6% | $135,974+81.0% | $139,466+76.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.47% | 79.30%-59.8pp | 68.30%-48.8pp | 373.66%-354.2pp |
| Employer contribution / active EE | $3,875 | $5,246-26.1% | $4,859-20.2% | $4,754-18.5% |
| Participant deferral / active EE | $17,869 | $8,103+120.5% | $7,760+130.3% | $6,712+166.2% |
| Admin fee / account holder | $141 | $12,406-98.9% | $10,767-98.7% | $11,409-98.8% |