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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,906 | $183,592+28.5% | $155,574+51.6% | $145,877+61.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.49% | 61.37%-50.9pp | 64.87%-54.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $4,514 | $5,317-15.1% | $4,676-3.5% | $4,663-3.2% |
| Participant deferral / active EE | $19,381 | $6,466+199.7% | $5,629+244.3% | $6,691+189.7% |
| Admin fee / account holder | $71 | $19,316-99.6% | $15,914-99.6% | $13,402-99.5% |