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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,086 | $165,381+47.6% | $149,730+63.0% | $158,966+53.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.83% | 348.29%-334.5pp | 276.70%-262.9pp | 302.95%-289.1pp |
| Employer contribution / active EE | $2,968 | $5,104-41.8% | $4,645-36.1% | $4,762-37.7% |
| Participant deferral / active EE | $6,249 | $7,182-13.0% | $6,843-8.7% | $5,983+4.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |