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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,363 | $168,635+44.3% | $147,617+64.9% | $125,389+94.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.26% | 77.65%-77.4pp | 61.98%-61.7pp | 282.24%-282.0pp |
| Employer contribution / active EE | $10,911 | $6,252+74.5% | $5,564+96.1% | $4,866+124.2% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.8% | $5,352+68.2% |
| Admin fee / account holder | $50 | $13,580-99.6% | $11,612-99.6% | $9,541-99.5% |