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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,402 | $114,119+106.3% | $107,187+119.6% | $138,895+69.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.13% | 273.21%-256.1pp | 204.55%-187.4pp | 145.39%-128.3pp |
| Employer contribution / active EE | $10,160 | $4,059+150.3% | $3,782+168.6% | $4,194+142.2% |
| Participant deferral / active EE | $14,352 | $5,538+159.2% | $5,096+181.6% | $6,396+124.4% |
| Admin fee / account holder | $165 | $10,024-98.4% | $9,162-98.2% | $12,562-98.7% |