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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,085 | $114,119+96.4% | $107,187+109.1% | $138,895+61.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.92% | 273.21%-254.3pp | 204.55%-185.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,675 | $4,059-9.5% | $3,782-2.8% | $4,194-12.4% |
| Participant deferral / active EE | $6,691 | $5,538+20.8% | $5,096+31.3% | $6,396+4.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |