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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,527 | $175,231+12.7% | $149,696+32.0% | $139,466+41.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.05% | 166.77%-144.7pp | 134.46%-112.4pp | 373.66%-351.6pp |
| Employer contribution / active EE | $7,643 | $5,478+39.5% | $4,821+58.5% | $4,754+60.8% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $282 | $16,155-98.3% | $13,212-97.9% | $11,409-97.5% |