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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,449 | $197,594+2.0% | $177,822+13.3% | $158,931+26.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 179.66% | 58.76%+120.9pp | 48.32%+131.3pp | 302.86%-123.2pp |
| Employer contribution / active EE | $6,514 | $6,697-2.7% | $5,918+10.1% | $4,761+36.8% |
| Participant deferral / active EE | $12,813 | $8,405+52.4% | $7,714+66.1% | $5,982+114.2% |
| Admin fee / account holder | $20 | $15,400-99.9% | $12,428-99.8% | $11,247-99.8% |