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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,290 | $185,883+17.4% | $170,043+28.4% | $139,466+56.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.83% | 60.54%-41.7pp | 53.40%-34.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $12,632 | $7,596+66.3% | $6,790+86.0% | $4,754+165.7% |
| Participant deferral / active EE | $12,869 | $11,626+10.7% | $10,410+23.6% | $6,712+91.7% |
| Admin fee / account holder | $266 | $15,393-98.3% | $12,824-97.9% | $11,409-97.7% |