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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,010 | $185,883+26.4% | $170,043+38.2% | $139,466+68.5% |
| Participation rate | 92.9% | 87.8%+5.1pp | 87.0%+5.9pp | 80.3%+12.5pp |
| Annual return | 26.94% | 60.54%-33.6pp | 53.40%-26.5pp | 373.66%-346.7pp |
| Employer contribution / active EE | $4,189 | $7,596-44.9% | $6,790-38.3% | $4,754-11.9% |
| Participant deferral / active EE | $20,467 | $11,626+76.1% | $10,410+96.6% | $6,712+204.9% |
| Admin fee / account holder | $70 | $15,393-99.5% | $12,824-99.5% | $11,409-99.4% |