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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,303 | $197,637+13.0% | $177,848+25.6% | $158,982+40.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 26.80% | 58.77%-32.0pp | 48.33%-21.5pp | 302.99%-276.2pp |
| Employer contribution / active EE | $17,675 | $6,698+163.9% | $5,919+198.6% | $4,763+271.1% |
| Participant deferral / active EE | $14,043 | $8,405+67.1% | $7,714+82.1% | $5,983+134.7% |
| Admin fee / account holder | $60 | $15,406-99.6% | $12,431-99.5% | $11,252-99.5% |