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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,288 | $165,399+35.0% | $149,745+49.1% | $158,982+40.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.64% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.3pp |
| Employer contribution / active EE | $9,281 | $5,105+81.8% | $4,646+99.8% | $4,763+94.9% |
| Participant deferral / active EE | $3,667 | $7,183-49.0% | $6,843-46.4% | $5,983-38.7% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |