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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,598 | $140,592+22.1% | $123,106+39.4% | $125,388+36.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 56.75% | 16.80%+40.0pp | 13.22%+43.5pp | 282.24%-225.5pp |
| Employer contribution / active EE | $7,831 | $6,041+29.6% | $5,151+52.0% | $4,866+60.9% |
| Participant deferral / active EE | $10,875 | $6,980+55.8% | $6,229+74.6% | $5,352+103.2% |
| Admin fee / account holder | $35 | $11,198-99.7% | $9,015-99.6% | $9,541-99.6% |