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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,603 | $149,741+47.3% | $118,914+85.5% | $158,982+38.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 13.38% | 19.94%-6.6pp | 35.89%-22.5pp | 302.99%-289.6pp |
| Employer contribution / active EE | $7,733 | $4,119+87.7% | $3,264+136.9% | $4,763+62.4% |
| Participant deferral / active EE | $4,758 | $5,226-9.0% | $4,266+11.5% | $5,983-20.5% |
| Admin fee / account holder | $171 | $8,607-98.0% | $6,582-97.4% | $11,252-98.5% |