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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,454 | $157,304+42.7% | $141,197+59.0% | $152,909+46.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.06% | 64.34%-47.3pp | 71.41%-54.3pp | 345.46%-328.4pp |
| Employer contribution / active EE | $7,909 | $5,263+50.3% | $4,736+67.0% | $4,764+66.0% |
| Participant deferral / active EE | $11,063 | $7,111+55.6% | $6,710+64.9% | $5,851+89.1% |
| Admin fee / account holder | $59 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |