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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,769 | $148,623+31.7% | $135,974+44.0% | $139,466+40.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.90% | 79.30%-61.4pp | 68.30%-50.4pp | 373.66%-355.8pp |
| Employer contribution / active EE | $6,250 | $5,246+19.1% | $4,859+28.6% | $4,754+31.5% |
| Participant deferral / active EE | $7,215 | $8,103-11.0% | $7,760-7.0% | $6,712+7.5% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |