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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,861 | $165,399+40.8% | $149,745+55.5% | $158,982+46.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.35% | 348.34%-334.0pp | 276.72%-262.4pp | 302.99%-288.6pp |
| Employer contribution / active EE | $3,660 | $5,105-28.3% | $4,646-21.2% | $4,763-23.2% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |