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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,449 | $196,972+22.6% | $182,262+32.5% | $198,609+21.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.47% | 158.27%-137.8pp | 140.60%-120.1pp | 202.70%-182.2pp |
| Employer contribution / active EE | $2,910 | $5,364-45.7% | $5,046-42.3% | $5,055-42.4% |
| Participant deferral / active EE | $25,378 | $8,643+193.6% | $8,276+206.6% | $6,977+263.7% |
| Admin fee / account holder | $252 | $18,429-98.6% | $16,712-98.5% | $19,030-98.7% |