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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,502 | $109,372+58.6% | $89,414+94.0% | $158,966+9.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.91% | 345.55%-331.6pp | 245.50%-231.6pp | 302.95%-289.0pp |
| Employer contribution / active EE | $3,417 | $3,171+7.7% | $2,586+32.1% | $4,762-28.3% |
| Participant deferral / active EE | $8,998 | $4,598+95.7% | $3,890+131.3% | $5,983+50.4% |
| Admin fee / account holder | $29 | $6,156-99.5% | $4,883-99.4% | $11,250-99.7% |