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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,868 | $166,268+33.4% | $165,100+34.4% | $145,897+52.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.17% | 100.52%-91.4pp | 70.21%-61.0pp | 552.29%-543.1pp |
| Employer contribution / active EE | $46,000 | $5,284+770.6% | $4,348+957.9% | $4,663+886.6% |
| Participant deferral / active EE | $26,750 | $6,964+284.1% | $6,035+343.2% | $6,689+299.9% |
| Admin fee / account holder | $273 | $16,659-98.4% | $12,696-97.8% | $13,390-98.0% |