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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,768 | $148,582+33.8% | $135,942+46.2% | $139,456+42.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.85% | 79.26%-58.4pp | 68.28%-47.4pp | 373.45%-352.6pp |
| Employer contribution / active EE | $8,127 | $5,245+55.0% | $4,858+67.3% | $4,753+71.0% |
| Participant deferral / active EE | $11,556 | $8,101+42.6% | $7,759+48.9% | $6,711+72.2% |
| Admin fee / account holder | $159 | $12,402-98.7% | $10,764-98.5% | $11,407-98.6% |