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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,375 | $172,111+35.0% | $150,298+54.6% | $137,256+69.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 24.20% | 69.37%-45.2pp | 62.79%-38.6pp | 220.34%-196.1pp |
| Employer contribution / active EE | $13,173 | $4,636+184.1% | $4,154+217.1% | $4,156+217.0% |
| Participant deferral / active EE | $6,543 | $6,166+6.1% | $5,453+20.0% | $6,407+2.1% |
| Admin fee / account holder | $122 | $16,471-99.3% | $14,116-99.1% | $12,270-99.0% |