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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,008 | $211,224+17.9% | $178,505+39.5% | $145,897+70.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.82% | 30.28%-20.5pp | 27.16%-17.3pp | 552.29%-542.5pp |
| Employer contribution / active EE | $7,903 | $4,577+72.7% | $3,955+99.8% | $4,663+69.5% |
| Participant deferral / active EE | $15,169 | $6,966+117.8% | $6,280+141.5% | $6,689+126.8% |
| Admin fee / account holder | $40 | $12,109-99.7% | $10,428-99.6% | $13,390-99.7% |