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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,838 | $124,330+89.7% | $109,173+116.0% | $167,536+40.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 18.25% | 26.04%-7.8pp | 25.75%-7.5pp | 478.82%-460.6pp |
| Employer contribution / active EE | $10,956 | $4,209+160.3% | $3,723+194.3% | $4,839+126.4% |
| Participant deferral / active EE | $9,375 | $5,256+78.4% | $4,654+101.4% | $6,342+47.8% |
| Admin fee / account holder | $130 | $7,974-98.4% | $6,755-98.1% | $12,315-98.9% |