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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,511 | $197,625+6.5% | $177,840+18.4% | $158,966+32.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.91% | 58.76%-49.9pp | 48.32%-39.4pp | 302.95%-294.0pp |
| Employer contribution / active EE | $24,000 | $6,698+258.3% | $5,919+305.5% | $4,762+403.9% |
| Participant deferral / active EE | $14,692 | $8,405+74.8% | $7,714+90.5% | $5,983+145.6% |
| Admin fee / account holder | $20 | $15,405-99.9% | $12,431-99.8% | $11,250-99.8% |