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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,402 | $111,535+111.1% | $105,223+123.7% | $137,256+71.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 17.13% | 237.85%-220.7pp | 180.65%-163.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $10,160 | $3,939+157.9% | $3,689+175.5% | $4,156+144.5% |
| Participant deferral / active EE | $14,352 | $5,500+160.9% | $5,072+183.0% | $6,407+124.0% |
| Admin fee / account holder | $165 | $9,721-98.3% | $8,859-98.1% | $12,270-98.7% |