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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,964 | $142,354+39.8% | $125,529+58.5% | $155,188+28.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 9.61% | 306.06%-296.4pp | 202.56%-192.9pp | 148.84%-139.2pp |
| Employer contribution / active EE | $9,091 | $3,501+159.6% | $3,058+197.3% | $4,248+114.0% |
| Participant deferral / active EE | $10,920 | $5,491+98.9% | $4,813+126.9% | $6,531+67.2% |
| Admin fee / account holder | $179 | $19,392-99.1% | $16,298-98.9% | $14,480-98.8% |