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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,325 | $197,637+4.9% | $177,848+16.6% | $158,982+30.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 33.02% | 58.77%-25.8pp | 48.33%-15.3pp | 302.99%-270.0pp |
| Employer contribution / active EE | $21,501 | $6,698+221.0% | $5,919+263.3% | $4,763+351.4% |
| Participant deferral / active EE | $10,686 | $8,405+27.1% | $7,714+38.5% | $5,983+78.6% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |