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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,099 | $197,637+5.8% | $177,848+17.6% | $158,982+31.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 15.55% | 58.77%-43.2pp | 48.33%-32.8pp | 302.99%-287.4pp |
| Employer contribution / active EE | $15,533 | $6,698+131.9% | $5,919+162.4% | $4,763+226.1% |
| Participant deferral / active EE | $7,333 | $8,405-12.7% | $7,714-4.9% | $5,983+22.6% |
| Admin fee / account holder | $3 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |