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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,888 | $166,242+29.9% | $165,071+30.8% | $145,884+48.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 16.84% | 100.44%-83.6pp | 70.17%-53.3pp | 551.85%-535.0pp |
| Employer contribution / active EE | $8,589 | $5,283+62.6% | $4,347+97.6% | $4,662+84.2% |
| Participant deferral / active EE | $14,507 | $6,964+108.3% | $6,035+140.4% | $6,690+116.9% |
| Admin fee / account holder | $50 | $16,658-99.7% | $12,695-99.6% | $13,392-99.6% |