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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,206 | $156,398+53.6% | $147,318+63.1% | $138,895+72.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 12.85% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $13,685 | $4,853+182.0% | $4,593+198.0% | $4,194+226.3% |
| Participant deferral / active EE | $12,940 | $8,237+57.1% | $7,906+63.7% | $6,396+102.3% |
| Admin fee / account holder | $17 | $14,976-99.9% | $13,708-99.9% | $12,562-99.9% |