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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,882 | $183,516+31.8% | $155,534+55.5% | $145,884+65.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.31% | 61.43%-47.1pp | 64.92%-50.6pp | 551.85%-537.5pp |
| Employer contribution / active EE | $9,640 | $5,315+81.4% | $4,675+106.2% | $4,662+106.8% |
| Participant deferral / active EE | $14,879 | $6,467+130.1% | $5,630+164.3% | $6,690+122.4% |
| Admin fee / account holder | $251 | $19,293-98.7% | $15,900-98.4% | $13,392-98.1% |