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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,858 | $165,399+46.2% | $149,745+61.5% | $158,982+52.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.34% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.6pp |
| Employer contribution / active EE | $4,380 | $5,105-14.2% | $4,646-5.7% | $4,763-8.0% |
| Participant deferral / active EE | $6,662 | $7,183-7.2% | $6,843-2.6% | $5,983+11.3% |
| Admin fee / account holder | $109 | $10,811-99.0% | $9,312-98.8% | $11,252-99.0% |