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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,708 | $185,883+33.3% | $170,043+45.7% | $139,466+77.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.54% | 60.54%-41.0pp | 53.40%-33.9pp | 373.66%-354.1pp |
| Employer contribution / active EE | $3,144 | $7,596-58.6% | $6,790-53.7% | $4,754-33.9% |
| Participant deferral / active EE | $14,046 | $11,626+20.8% | $10,410+34.9% | $6,712+109.3% |
| Admin fee / account holder | $33 | $15,393-99.8% | $12,824-99.7% | $11,409-99.7% |