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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,275 | $185,905+7.2% | $170,057+17.2% | $139,487+42.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.01% | 60.56%-43.6pp | 53.42%-36.4pp | 373.84%-356.8pp |
| Employer contribution / active EE | $16,986 | $7,597+123.6% | $6,790+150.1% | $4,755+257.2% |
| Participant deferral / active EE | $10,570 | $11,627-9.1% | $10,411+1.5% | $6,713+57.5% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |