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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,309 | $227,399+1.7% | $189,758+21.9% | $198,609+16.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 17.89% | 61.03%-43.1pp | 52.62%-34.7pp | 202.70%-184.8pp |
| Employer contribution / active EE | $9,938 | $5,526+79.8% | $4,767+108.5% | $5,055+96.6% |
| Participant deferral / active EE | $10,339 | $6,837+51.2% | $5,856+76.6% | $6,977+48.2% |
| Admin fee / account holder | $173 | $25,162-99.3% | $20,388-99.1% | $19,030-99.1% |