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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,768 | $148,623+33.7% | $135,974+46.2% | $139,466+42.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.85% | 79.30%-58.4pp | 68.30%-47.5pp | 373.66%-352.8pp |
| Employer contribution / active EE | $8,127 | $5,246+54.9% | $4,859+67.3% | $4,754+71.0% |
| Participant deferral / active EE | $11,556 | $8,103+42.6% | $7,760+48.9% | $6,712+72.2% |
| Admin fee / account holder | $159 | $12,406-98.7% | $10,767-98.5% | $11,409-98.6% |