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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,995 | $148,629+54.7% | $135,982+69.1% | $139,487+64.9% |
| Participation rate | 95.5% | 83.9%+11.6pp | 81.9%+13.5pp | 80.3%+15.1pp |
| Annual return | 16.22% | 79.33%-63.1pp | 68.32%-52.1pp | 373.84%-357.6pp |
| Employer contribution / active EE | $10,277 | $5,247+95.9% | $4,859+111.5% | $4,755+116.1% |
| Participant deferral / active EE | $9,618 | $8,102+18.7% | $7,760+23.9% | $6,713+43.3% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |