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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,334 | $183,592+18.4% | $155,574+39.7% | $145,877+49.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.90% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $24,751 | $5,317+365.5% | $4,676+429.3% | $4,663+430.8% |
| Participant deferral / active EE | $9,536 | $6,466+47.5% | $5,629+69.4% | $6,691+42.5% |
| Admin fee / account holder | $238 | $19,316-98.8% | $15,914-98.5% | $13,402-98.2% |