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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,515 | $183,539+21.8% | $155,556+43.7% | $145,897+53.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.35% | 61.31%-47.0pp | 64.84%-50.5pp | 552.29%-537.9pp |
| Employer contribution / active EE | $5,265 | $5,315-0.9% | $4,675+12.6% | $4,663+12.9% |
| Participant deferral / active EE | $30,500 | $6,467+371.6% | $5,631+441.7% | $6,689+356.0% |
| Admin fee / account holder | $129 | $19,275-99.3% | $15,885-99.2% | $13,390-99.0% |