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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,816 | $117,859+90.8% | $102,438+119.5% | $145,959+54.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 24.25% | 31.72%-7.5pp | 29.37%-5.1pp | 561.95%-537.7pp |
| Employer contribution / active EE | $6,730 | $3,615+86.2% | $3,024+122.6% | $4,661+44.4% |
| Participant deferral / active EE | $12,344 | $5,732+115.4% | $5,054+144.3% | $6,689+84.6% |
| Admin fee / account holder | $14 | $13,318-99.9% | $9,448-99.8% | $13,398-99.9% |