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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,644 | $185,905+29.4% | $170,057+41.5% | $139,487+72.5% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 22.79% | 60.56%-37.8pp | 53.42%-30.6pp | 373.84%-351.1pp |
| Employer contribution / active EE | $9,191 | $7,597+21.0% | $6,790+35.4% | $4,755+93.3% |
| Participant deferral / active EE | $5,938 | $11,627-48.9% | $10,411-43.0% | $6,713-11.5% |
| Admin fee / account holder | $35 | $15,397-99.8% | $12,826-99.7% | $11,407-99.7% |