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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,980 | $185,856+33.4% | $170,028+45.8% | $139,456+77.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.48% | 60.52%-44.0pp | 53.39%-36.9pp | 373.45%-357.0pp |
| Employer contribution / active EE | $19,975 | $7,593+163.1% | $6,788+194.3% | $4,753+320.3% |
| Participant deferral / active EE | $10,000 | $11,623-14.0% | $10,409-3.9% | $6,711+49.0% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |