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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,537 | $157,829+57.5% | $136,867+81.6% | $198,609+25.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 24.38% | 51.25%-26.9pp | 42.97%-18.6pp | 202.70%-178.3pp |
| Employer contribution / active EE | $4,262 | $3,923+8.6% | $3,547+20.2% | $5,055-15.7% |
| Participant deferral / active EE | $5,198 | $5,463-4.8% | $4,924+5.6% | $6,977-25.5% |
| Admin fee / account holder | $150 | $11,107-98.6% | $10,340-98.5% | $19,030-99.2% |