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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,334 | $183,592+18.4% | $155,567+39.7% | $145,959+48.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.90% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.1pp |
| Employer contribution / active EE | $24,751 | $5,315+365.7% | $4,674+429.5% | $4,661+431.0% |
| Participant deferral / active EE | $9,536 | $6,464+47.5% | $5,628+69.4% | $6,689+42.6% |
| Admin fee / account holder | $238 | $19,318-98.8% | $15,916-98.5% | $13,398-98.2% |