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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,964 | $139,948+42.2% | $121,663+63.5% | $154,746+28.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.61% | 230.52%-220.9pp | 147.54%-137.9pp | 172.34%-162.7pp |
| Employer contribution / active EE | $9,091 | $3,521+158.2% | $3,020+201.0% | $4,379+107.6% |
| Participant deferral / active EE | $10,920 | $5,629+94.0% | $4,887+123.5% | $6,730+62.3% |
| Admin fee / account holder | $179 | $17,321-99.0% | $14,289-98.8% | $14,365-98.8% |