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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $228,131 | $211,224+8.0% | $178,505+27.8% | $145,897+56.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.58% | 30.28%-21.7pp | 27.16%-18.6pp | 552.29%-543.7pp |
| Employer contribution / active EE | $12,548 | $4,577+174.2% | $3,955+217.2% | $4,663+169.1% |
| Participant deferral / active EE | $11,500 | $6,966+65.1% | $6,280+83.1% | $6,689+71.9% |
| Admin fee / account holder | $260 | $12,109-97.9% | $10,428-97.5% | $13,390-98.1% |