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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,829 | $183,539+30.7% | $155,556+54.2% | $145,897+64.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.17% | 61.31%-51.1pp | 64.84%-54.7pp | 552.29%-542.1pp |
| Employer contribution / active EE | $15,795 | $5,315+197.2% | $4,675+237.8% | $4,663+238.8% |
| Participant deferral / active EE | $11,169 | $6,467+72.7% | $5,631+98.4% | $6,689+67.0% |
| Admin fee / account holder | $198 | $19,275-99.0% | $15,885-98.8% | $13,390-98.5% |