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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,535 | $183,539+27.8% | $155,556+50.8% | $145,897+60.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 12.62% | 61.31%-48.7pp | 64.84%-52.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $16,829 | $5,315+216.6% | $4,675+259.9% | $4,663+260.9% |
| Participant deferral / active EE | $7,520 | $6,467+16.3% | $5,631+33.5% | $6,689+12.4% |
| Admin fee / account holder | $151 | $19,275-99.2% | $15,885-99.1% | $13,390-98.9% |