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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,525 | $185,312+29.8% | $161,489+48.9% | $154,746+55.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.10% | 103.84%-84.7pp | 89.72%-70.6pp | 172.34%-153.2pp |
| Employer contribution / active EE | $6,977 | $4,769+46.3% | $4,268+63.5% | $4,379+59.3% |
| Participant deferral / active EE | $5,207 | $6,350-18.0% | $5,630-7.5% | $6,730-22.6% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |