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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,247 | $148,582+67.1% | $135,942+82.6% | $139,456+78.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.15% | 79.26%-66.1pp | 68.28%-55.1pp | 373.45%-360.3pp |
| Employer contribution / active EE | $4,611 | $5,245-12.1% | $4,858-5.1% | $4,753-3.0% |
| Participant deferral / active EE | $2,808 | $8,101-65.3% | $7,759-63.8% | $6,711-58.2% |
| Admin fee / account holder | $188 | $12,402-98.5% | $10,764-98.3% | $11,407-98.4% |