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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,309 | $185,312+24.8% | $161,489+43.2% | $154,746+49.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 17.89% | 103.84%-86.0pp | 89.72%-71.8pp | 172.34%-154.5pp |
| Employer contribution / active EE | $9,938 | $4,769+108.4% | $4,268+132.8% | $4,379+126.9% |
| Participant deferral / active EE | $10,339 | $6,350+62.8% | $5,630+83.6% | $6,730+53.6% |
| Admin fee / account holder | $173 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |