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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,987 | $185,905+33.4% | $170,057+45.8% | $139,487+77.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.37% | 60.56%-42.2pp | 53.42%-35.1pp | 373.84%-355.5pp |
| Employer contribution / active EE | $4,454 | $7,597-41.4% | $6,790-34.4% | $4,755-6.3% |
| Participant deferral / active EE | $14,095 | $11,627+21.2% | $10,411+35.4% | $6,713+110.0% |
| Admin fee / account holder | $91 | $15,397-99.4% | $12,826-99.3% | $11,407-99.2% |