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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,365 | $115,814+111.9% | $101,275+142.3% | $158,982+54.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.31% | 56.16%-45.8pp | 46.48%-36.2pp | 302.99%-292.7pp |
| Employer contribution / active EE | $10,060 | $4,176+140.9% | $3,660+174.9% | $4,763+111.2% |
| Participant deferral / active EE | $9,091 | $4,958+83.4% | $4,371+108.0% | $5,983+51.9% |
| Admin fee / account holder | $178 | $7,249-97.5% | $5,948-97.0% | $11,252-98.4% |