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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,231 | $209,336+11.4% | $197,124+18.3% | $137,256+69.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.27% | 48.09%-33.8pp | 44.34%-30.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,866 | $6,591-11.0% | $6,227-5.8% | $4,156+41.2% |
| Participant deferral / active EE | $10,027 | $9,614+4.3% | $9,135+9.8% | $6,407+56.5% |
| Admin fee / account holder | $5 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |