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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,093 | $156,398+49.0% | $147,318+58.2% | $138,895+67.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.24% | 78.75%-64.5pp | 70.43%-56.2pp | 145.39%-131.2pp |
| Employer contribution / active EE | $5,882 | $4,853+21.2% | $4,593+28.1% | $4,194+40.2% |
| Participant deferral / active EE | $15,250 | $8,237+85.1% | $7,906+92.9% | $6,396+138.4% |
| Admin fee / account holder | $202 | $14,976-98.6% | $13,708-98.5% | $12,562-98.4% |