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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,837 | $148,623+42.5% | $135,974+55.8% | $139,466+51.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.98% | 79.30%-61.3pp | 68.30%-50.3pp | 373.66%-355.7pp |
| Employer contribution / active EE | $5,218 | $5,246-0.5% | $4,859+7.4% | $4,754+9.8% |
| Participant deferral / active EE | $10,216 | $8,103+26.1% | $7,760+31.7% | $6,712+52.2% |
| Admin fee / account holder | $17 | $12,406-99.9% | $10,767-99.8% | $11,409-99.9% |