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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,858 | $165,361+46.3% | $149,715+61.5% | $158,950+52.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.34% | 348.24%-336.9pp | 276.66%-265.3pp | 302.91%-291.6pp |
| Employer contribution / active EE | $4,380 | $5,103-14.2% | $4,645-5.7% | $4,762-8.0% |
| Participant deferral / active EE | $6,662 | $7,182-7.2% | $6,842-2.6% | $5,983+11.4% |
| Admin fee / account holder | $109 | $10,808-99.0% | $9,310-98.8% | $11,248-99.0% |