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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,534 | $185,883+13.8% | $170,043+24.4% | $139,466+51.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.18% | 60.54%-42.4pp | 53.40%-35.2pp | 373.66%-355.5pp |
| Employer contribution / active EE | $13,840 | $7,596+82.2% | $6,790+103.8% | $4,754+191.1% |
| Participant deferral / active EE | $15,753 | $11,626+35.5% | $10,410+51.3% | $6,712+134.7% |
| Admin fee / account holder | $103 | $15,393-99.3% | $12,824-99.2% | $11,409-99.1% |