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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $245,053 | $185,905+31.8% | $170,057+44.1% | $139,487+75.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 49.02% | 60.56%-11.5pp | 53.42%-4.4pp | 373.84%-324.8pp |
| Employer contribution / active EE | $7,183 | $7,597-5.4% | $6,790+5.8% | $4,755+51.1% |
| Participant deferral / active EE | $19,925 | $11,627+71.4% | $10,411+91.4% | $6,713+196.8% |
| Admin fee / account holder | $227 | $15,397-98.5% | $12,826-98.2% | $11,407-98.0% |