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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,289 | $157,296+57.2% | $141,191+75.1% | $152,897+61.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.45% | 64.34%-39.9pp | 71.41%-47.0pp | 345.43%-321.0pp |
| Employer contribution / active EE | $3,171 | $5,262-39.7% | $4,736-33.0% | $4,764-33.4% |
| Participant deferral / active EE | $12,892 | $7,111+81.3% | $6,710+92.1% | $5,851+120.3% |
| Admin fee / account holder | $30 | $12,125-99.8% | $10,264-99.7% | $11,599-99.7% |