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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,964 | $132,634+50.0% | $115,768+71.9% | $137,256+45.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 9.61% | 160.70%-151.1pp | 100.46%-90.8pp | 220.34%-210.7pp |
| Employer contribution / active EE | $9,091 | $3,360+170.6% | $2,940+209.2% | $4,156+118.7% |
| Participant deferral / active EE | $10,920 | $5,619+94.4% | $4,917+122.1% | $6,407+70.5% |
| Admin fee / account holder | $179 | $15,028-98.8% | $12,439-98.6% | $12,270-98.5% |