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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,404 | $176,786+35.4% | $146,643+63.3% | $167,536+42.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.10% | 24.04%-10.9pp | 22.75%-9.6pp | 478.82%-465.7pp |
| Employer contribution / active EE | $12,367 | $5,161+139.6% | $4,137+199.0% | $4,839+155.6% |
| Participant deferral / active EE | $9,446 | $6,440+46.7% | $5,506+71.6% | $6,342+48.9% |
| Admin fee / account holder | $253 | $13,262-98.1% | $10,280-97.5% | $12,315-97.9% |