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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,942 | $185,312+19.8% | $161,489+37.4% | $154,746+43.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 19.82% | 103.84%-84.0pp | 89.72%-69.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $14,156 | $4,769+196.8% | $4,268+231.7% | $4,379+223.3% |
| Participant deferral / active EE | $26,692 | $6,350+320.4% | $5,630+374.1% | $6,730+296.6% |
| Admin fee / account holder | $178 | $18,654-99.0% | $16,006-98.9% | $14,365-98.8% |