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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,847 | $174,379+20.9% | $152,093+38.6% | $138,895+51.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 29.67% | 74.86%-45.2pp | 66.36%-36.7pp | 145.39%-115.7pp |
| Employer contribution / active EE | $10,308 | $4,652+121.6% | $4,175+146.9% | $4,194+145.8% |
| Participant deferral / active EE | $13,355 | $6,159+116.8% | $5,451+145.0% | $6,396+108.8% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |