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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,274 | $174,379+20.0% | $152,093+37.6% | $138,895+50.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 17.26% | 74.86%-57.6pp | 66.36%-49.1pp | 145.39%-128.1pp |
| Employer contribution / active EE | $9,430 | $4,652+102.7% | $4,175+125.9% | $4,194+124.8% |
| Participant deferral / active EE | $8,106 | $6,159+31.6% | $5,451+48.7% | $6,396+26.7% |
| Admin fee / account holder | $12 | $16,880-99.9% | $14,497-99.9% | $12,562-99.9% |