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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,694 | $185,905+21.4% | $170,057+32.7% | $139,487+61.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 26.78% | 60.56%-33.8pp | 53.42%-26.6pp | 373.84%-347.1pp |
| Employer contribution / active EE | $9,708 | $7,597+27.8% | $6,790+43.0% | $4,755+104.2% |
| Participant deferral / active EE | $5,923 | $11,627-49.1% | $10,411-43.1% | $6,713-11.8% |
| Admin fee / account holder | $31 | $15,397-99.8% | $12,826-99.8% | $11,407-99.7% |