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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,317 | $172,111+39.6% | $150,298+59.9% | $137,256+75.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 17.78% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $20,770 | $4,636+348.0% | $4,154+400.0% | $4,156+399.8% |
| Participant deferral / active EE | $9,400 | $6,166+52.5% | $5,453+72.4% | $6,407+46.7% |
| Admin fee / account holder | $281 | $16,471-98.3% | $14,116-98.0% | $12,270-97.7% |