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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,311 | $174,379+18.9% | $152,093+36.3% | $138,895+49.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 21.20% | 74.86%-53.7pp | 66.36%-45.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $8,766 | $4,652+88.4% | $4,175+110.0% | $4,194+109.0% |
| Participant deferral / active EE | $4,579 | $6,159-25.7% | $5,451-16.0% | $6,396-28.4% |
| Admin fee / account holder | $107 | $16,880-99.4% | $14,497-99.3% | $12,562-99.1% |