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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,891 | $148,623+37.9% | $135,974+50.7% | $139,466+46.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.70% | 79.30%-63.6pp | 68.30%-52.6pp | 373.66%-358.0pp |
| Employer contribution / active EE | $9,629 | $5,246+83.5% | $4,859+98.2% | $4,754+102.5% |
| Participant deferral / active EE | $13,500 | $8,103+66.6% | $7,760+74.0% | $6,712+101.1% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |