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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,497 | $209,336+6.3% | $197,124+12.9% | $137,256+62.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.67% | 48.09%-30.4pp | 44.34%-26.7pp | 220.34%-202.7pp |
| Employer contribution / active EE | $21,596 | $6,591+227.7% | $6,227+246.8% | $4,156+419.6% |
| Participant deferral / active EE | $15,643 | $9,614+62.7% | $9,135+71.2% | $6,407+144.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |