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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,988 | $166,020+39.7% | $164,866+40.7% | $145,959+58.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.43% | 100.08%-89.6pp | 69.97%-59.5pp | 561.95%-551.5pp |
| Employer contribution / active EE | $4,146 | $5,275-21.4% | $4,343-4.5% | $4,661-11.0% |
| Participant deferral / active EE | $14,996 | $6,961+115.4% | $6,033+148.6% | $6,689+124.2% |
| Admin fee / account holder | $17 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |