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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,330 | $157,276+47.1% | $141,177+63.9% | $152,885+51.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.57% | 64.33%-42.8pp | 71.40%-49.8pp | 345.39%-323.8pp |
| Employer contribution / active EE | $8,493 | $5,262+61.4% | $4,736+79.4% | $4,763+78.3% |
| Participant deferral / active EE | $6,196 | $7,110-12.9% | $6,710-7.7% | $5,851+5.9% |
| Admin fee / account holder | $55 | $12,123-99.5% | $10,263-99.5% | $11,598-99.5% |