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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,520 | $132,099+81.3% | $115,599+107.2% | $138,895+72.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.49% | 176.76%-158.3pp | 111.10%-92.6pp | 145.39%-126.9pp |
| Employer contribution / active EE | $3,611 | $3,416+5.7% | $2,955+22.2% | $4,194-13.9% |
| Participant deferral / active EE | $2,124 | $5,617-62.2% | $4,889-56.6% | $6,396-66.8% |
| Admin fee / account holder | $37 | $15,650-99.8% | $12,841-99.7% | $12,562-99.7% |