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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,898 | $227,291+9.1% | $214,702+15.5% | $155,188+59.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 9.92% | 60.08%-50.2pp | 54.55%-44.6pp | 148.84%-138.9pp |
| Employer contribution / active EE | $6,476 | $6,772-4.4% | $6,461+0.2% | $4,248+52.4% |
| Participant deferral / active EE | $13,750 | $9,582+43.5% | $9,147+50.3% | $6,531+110.5% |
| Admin fee / account holder | $273 | $20,413-98.7% | $19,830-98.6% | $14,480-98.1% |