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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,191 | $148,623+36.0% | $135,974+48.7% | $139,466+45.0% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 17.27% | 79.30%-62.0pp | 68.30%-51.0pp | 373.66%-356.4pp |
| Employer contribution / active EE | $7,679 | $5,246+46.4% | $4,859+58.0% | $4,754+61.5% |
| Participant deferral / active EE | $10,171 | $8,103+25.5% | $7,760+31.1% | $6,712+51.5% |
| Admin fee / account holder | $33 | $12,406-99.7% | $10,767-99.7% | $11,409-99.7% |