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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,423 | $115,814+114.5% | $101,275+145.3% | $158,982+56.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.29% | 56.16%-39.9pp | 46.48%-30.2pp | 302.99%-286.7pp |
| Employer contribution / active EE | $17,711 | $4,176+324.2% | $3,660+383.9% | $4,763+271.9% |
| Participant deferral / active EE | $14,335 | $4,958+189.1% | $4,371+228.0% | $5,983+139.6% |
| Admin fee / account holder | $13 | $7,249-99.8% | $5,948-99.8% | $11,252-99.9% |