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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,436 | $183,627+17.9% | $155,602+39.1% | $145,978+48.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.55% | 61.32%-50.8pp | 64.81%-54.3pp | 550.52%-540.0pp |
| Employer contribution / active EE | $6,380 | $5,316+20.0% | $4,675+36.5% | $4,662+36.9% |
| Participant deferral / active EE | $6,703 | $6,466+3.7% | $5,629+19.1% | $6,690+0.2% |
| Admin fee / account holder | $41 | $19,327-99.8% | $15,923-99.7% | $13,400-99.7% |