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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $244,156 | $114,119+113.9% | $107,187+127.8% | $138,895+75.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.98% | 273.21%-257.2pp | 204.55%-188.6pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,808 | $4,059-30.8% | $3,782-25.8% | $4,194-33.1% |
| Participant deferral / active EE | $15,500 | $5,538+179.9% | $5,096+204.2% | $6,396+142.3% |
| Admin fee / account holder | $33 | $10,024-99.7% | $9,162-99.6% | $12,562-99.7% |