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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,796 | $201,370+17.6% | $184,256+28.5% | $145,897+62.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.39% | 29.05%-7.7pp | 28.85%-7.5pp | 552.29%-530.9pp |
| Employer contribution / active EE | $15,643 | $7,024+122.7% | $6,427+143.4% | $4,663+235.5% |
| Participant deferral / active EE | $12,119 | $9,808+23.6% | $9,133+32.7% | $6,689+81.2% |
| Admin fee / account holder | $235 | $16,364-98.6% | $13,899-98.3% | $13,390-98.2% |