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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $218,620 | $185,905+17.6% | $170,057+28.6% | $139,487+56.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 19.17% | 60.56%-41.4pp | 53.42%-34.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $4,544 | $7,597-40.2% | $6,790-33.1% | $4,755-4.4% |
| Participant deferral / active EE | $10,172 | $11,627-12.5% | $10,411-2.3% | $6,713+51.5% |
| Admin fee / account holder | $24 | $15,397-99.8% | $12,826-99.8% | $11,407-99.8% |