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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,559 | $183,516+33.8% | $155,534+57.9% | $145,884+68.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.98% | 61.43%-51.4pp | 64.92%-54.9pp | 551.85%-541.9pp |
| Employer contribution / active EE | $4,387 | $5,315-17.4% | $4,675-6.1% | $4,662-5.9% |
| Participant deferral / active EE | $7,221 | $6,467+11.7% | $5,630+28.2% | $6,690+7.9% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |