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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,402 | $129,737+81.4% | $119,126+97.6% | $154,746+52.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.13% | 379.08%-362.0pp | 282.11%-265.0pp | 172.34%-155.2pp |
| Employer contribution / active EE | $10,160 | $4,375+132.2% | $4,034+151.9% | $4,379+132.0% |
| Participant deferral / active EE | $14,352 | $5,842+145.7% | $5,318+169.9% | $6,730+113.2% |
| Admin fee / account holder | $165 | $11,961-98.6% | $10,693-98.5% | $14,365-98.9% |