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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $238,744 | $157,276+51.8% | $141,177+69.1% | $152,885+56.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.51% | 64.33%-47.8pp | 71.40%-54.9pp | 345.39%-328.9pp |
| Employer contribution / active EE | $5,926 | $5,262+12.6% | $4,736+25.1% | $4,763+24.4% |
| Participant deferral / active EE | $14,210 | $7,110+99.8% | $6,710+111.8% | $5,851+142.9% |
| Admin fee / account holder | $126 | $12,123-99.0% | $10,263-98.8% | $11,598-98.9% |