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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,856 | $174,379+19.8% | $152,093+37.3% | $138,895+50.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 13.40% | 74.86%-61.5pp | 66.36%-53.0pp | 145.39%-132.0pp |
| Employer contribution / active EE | $11,406 | $4,652+145.2% | $4,175+173.2% | $4,194+172.0% |
| Participant deferral / active EE | $11,685 | $6,159+89.7% | $5,451+114.3% | $6,396+82.7% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |