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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,597 | $185,905+32.6% | $170,057+45.0% | $139,487+76.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.26% | 60.56%-39.3pp | 53.42%-32.2pp | 373.84%-352.6pp |
| Employer contribution / active EE | $18,192 | $7,597+139.5% | $6,790+167.9% | $4,755+282.6% |
| Participant deferral / active EE | $9,937 | $11,627-14.5% | $10,411-4.6% | $6,713+48.0% |
| Admin fee / account holder | $143 | $15,397-99.1% | $12,826-98.9% | $11,407-98.7% |