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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,796 | $172,111+33.5% | $150,298+52.9% | $137,256+67.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.17% | 69.37%-55.2pp | 62.79%-48.6pp | 220.34%-206.2pp |
| Employer contribution / active EE | $8,111 | $4,636+75.0% | $4,154+95.3% | $4,156+95.2% |
| Participant deferral / active EE | $17,276 | $6,166+180.2% | $5,453+216.8% | $6,407+169.6% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |