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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,206 | $155,555+54.4% | $146,866+63.6% | $155,188+54.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 12.85% | 115.41%-102.6pp | 102.85%-90.0pp | 148.84%-136.0pp |
| Employer contribution / active EE | $13,685 | $4,647+194.5% | $4,425+209.3% | $4,248+222.2% |
| Participant deferral / active EE | $12,940 | $8,044+60.9% | $7,759+66.8% | $6,531+98.1% |
| Admin fee / account holder | $17 | $14,755-99.9% | $13,620-99.9% | $14,480-99.9% |