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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,801 | $185,905+22.0% | $170,057+33.4% | $139,487+62.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 35.71% | 60.56%-24.9pp | 53.42%-17.7pp | 373.84%-338.1pp |
| Employer contribution / active EE | $8,770 | $7,597+15.4% | $6,790+29.1% | $4,755+84.4% |
| Participant deferral / active EE | $14,656 | $11,627+26.1% | $10,411+40.8% | $6,713+118.3% |
| Admin fee / account holder | $87 | $15,397-99.4% | $12,826-99.3% | $11,407-99.2% |