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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,925 | $175,231+26.1% | $149,696+47.6% | $139,466+58.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.25% | 166.77%-151.5pp | 134.46%-119.2pp | 373.66%-358.4pp |
| Employer contribution / active EE | $2,934 | $5,478-46.4% | $4,821-39.1% | $4,754-38.3% |
| Participant deferral / active EE | $8,504 | $6,521+30.4% | $5,682+49.7% | $6,712+26.7% |
| Admin fee / account holder | $200 | $16,155-98.8% | $13,212-98.5% | $11,409-98.2% |