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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,789 | $185,883+29.5% | $170,043+41.6% | $139,466+72.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.57% | 60.54%-34.0pp | 53.40%-26.8pp | 373.66%-347.1pp |
| Employer contribution / active EE | $20,870 | $7,596+174.7% | $6,790+207.4% | $4,754+339.0% |
| Participant deferral / active EE | $19,879 | $11,626+71.0% | $10,410+91.0% | $6,712+196.2% |
| Admin fee / account holder | $60 | $15,393-99.6% | $12,824-99.5% | $11,409-99.5% |