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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,806 | $157,276+22.0% | $141,177+35.9% | $152,885+25.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.27% | 64.33%-44.1pp | 71.40%-51.1pp | 345.39%-325.1pp |
| Employer contribution / active EE | $8,928 | $5,262+69.7% | $4,736+88.5% | $4,763+87.4% |
| Participant deferral / active EE | $8,483 | $7,110+19.3% | $6,710+26.4% | $5,851+45.0% |
| Admin fee / account holder | $283 | $12,123-97.7% | $10,263-97.2% | $11,598-97.6% |