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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,285 | $227,399+6.1% | $189,758+27.2% | $198,609+21.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.71% | 61.03%-44.3pp | 52.62%-35.9pp | 202.70%-186.0pp |
| Employer contribution / active EE | $9,114 | $5,526+64.9% | $4,767+91.2% | $5,055+80.3% |
| Participant deferral / active EE | $5,873 | $6,837-14.1% | $5,856+0.3% | $6,977-15.8% |
| Admin fee / account holder | $253 | $25,162-99.0% | $20,388-98.8% | $19,030-98.7% |