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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,247 | $148,623+67.0% | $135,974+82.6% | $139,466+78.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.15% | 79.30%-66.1pp | 68.30%-55.2pp | 373.66%-360.5pp |
| Employer contribution / active EE | $4,611 | $5,246-12.1% | $4,859-5.1% | $4,754-3.0% |
| Participant deferral / active EE | $2,808 | $8,103-65.4% | $7,760-63.8% | $6,712-58.2% |
| Admin fee / account holder | $188 | $12,406-98.5% | $10,767-98.3% | $11,409-98.4% |