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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,386 | $183,592+27.1% | $155,567+50.0% | $145,959+59.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.00% | 61.24%-50.2pp | 64.74%-53.7pp | 561.95%-551.0pp |
| Employer contribution / active EE | $7,303 | $5,315+37.4% | $4,674+56.2% | $4,661+56.7% |
| Participant deferral / active EE | $10,358 | $6,464+60.2% | $5,628+84.1% | $6,689+54.9% |
| Admin fee / account holder | $79 | $19,318-99.6% | $15,916-99.5% | $13,398-99.4% |