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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,375 | $197,603+17.1% | $177,827+30.1% | $158,950+45.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 16.65% | 58.76%-42.1pp | 48.32%-31.7pp | 302.91%-286.3pp |
| Employer contribution / active EE | $12,719 | $6,698+89.9% | $5,918+114.9% | $4,762+167.1% |
| Participant deferral / active EE | $11,464 | $8,404+36.4% | $7,713+48.6% | $5,983+91.6% |
| Admin fee / account holder | $96 | $15,402-99.4% | $12,429-99.2% | $11,248-99.1% |