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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,188 | $165,399+36.8% | $149,745+51.0% | $158,982+42.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.74% | 348.34%-330.6pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,197 | $5,105-57.0% | $4,646-52.7% | $4,763-53.9% |
| Participant deferral / active EE | $4,441 | $7,183-38.2% | $6,843-35.1% | $5,983-25.8% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |