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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,906 | $183,592+28.5% | $155,567+51.6% | $145,959+61.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.49% | 61.24%-50.7pp | 64.74%-54.2pp | 561.95%-551.5pp |
| Employer contribution / active EE | $4,514 | $5,315-15.1% | $4,674-3.4% | $4,661-3.2% |
| Participant deferral / active EE | $19,381 | $6,464+199.8% | $5,628+244.4% | $6,689+189.8% |
| Admin fee / account holder | $71 | $19,318-99.6% | $15,916-99.6% | $13,398-99.5% |