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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,829 | $183,592+30.6% | $155,574+54.2% | $145,877+64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $15,795 | $5,317+197.1% | $4,676+237.8% | $4,663+238.7% |
| Participant deferral / active EE | $11,169 | $6,466+72.7% | $5,629+98.4% | $6,691+66.9% |
| Admin fee / account holder | $198 | $19,316-99.0% | $15,914-98.8% | $13,402-98.5% |